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Pete Peterson CFP®
Phone: 214-665-9416 Pete Peterson—Senior Financial Services Representative Series 7, 63 and 65 Investment Advisor Representative Pete Peterson is a graduate of Northern State University with a Bachelor’s Degree in International Business -Business Economics. He is a member of Sioux Falls Association of Insurance and Financial Advisors. (SFAIFA) . Pete provides his clients expertise in the areas of individualized financial services or strategies, including planning for retirement, college funding and tax favorable income. Pete is quickly on a first-name basis with many of the 401(k) participants in retirement plans that he services. His role in employee education is to empower individuals to make successful investment decisions based on solid information. Pete also facilitates annual Review meetings with owners to evaluate and review the success of the plan. His open and honest approach to plan review is valued by business owners and creates a solid business relationship. Personal: Married for eight years to his wife, Stacey and they have a 3 year old daughter, Faith. Pete’s extracurricular activities include coaching and playing soccer, Dakota Lawdawgs Football, and Junior Achievement leader. Pete Peterson is registered to offer approved securities products and investment advisory services through Securian Financial Services, Inc. Member FINRA/SIPC www.securianfinancial.com Securian Financial Services, Inc. is not affiliated with VisionPoint Advisory Group. VisionPoint, 1601 West Lakes Pkwy, Suite 200, West Des Moines, IA 50266 ADTRAX 475366 DOFU 03/12
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1601 West Lakes Parkway, Suite 200 Phone: 515-224-4032 |
VisionPoint is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
Certain individuals associated with VisionPoint are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with VisionPoint are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
VisionPoint, 1601 West Lakes Parkway, Suite 200, West Des Moines, IA, 50266 515-224-4032
Copyright 2012 VisionPoint, Securian Financial Network. All Rights Reserved.