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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Jon Rekstad is a financial advisor registered with Captrust and Trunorth Wealth Partners. Peter has been a financial advisor for over 30 years, and holds a Series 7, 8, 63, and 65 licenses, as well as the Certified Financial Planner and Chartered Financial Consultant designations. Peter has experience working with a wide range of clients, including individuals, families, businesses, and institutions. His focus is on providing personalized financial advice and investment management services to help clients achieve their financial goals. Peter is committed to providing his clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MN
12/20/2024 - Present
Captrust (ST. PAUL MN)
WI
12/19/1989 - 12/21/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
12/19/1989 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 09/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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