Cfp Peter Rekstad
Peter Rekstad, CFP, CLU, ChFC, is the Chief Executive Officer at TruNorth Wealth Partners, a fee-onl...
St Paul, Minnesota, United States
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Cfp Peter Rekstad’s Email peter.rekstad@trunorthwealthpartners.com
Social Media
Cfp Peter Rekstad’s Location St Paul, Minnesota, United States
Cfp Peter Rekstad’s Current Industry Trunorth Wealth Partners
Cfp Peter Rekstad’s Prior Industry Bgm Trunorth Wealth Partners | Trunorth | Northwestern Mutual | Ibm
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Work Experience
Trunorth Wealth Partners
Chief Executive Officer (CEO)
2016-10-01 00:00:00 - Present
Bgm Trunorth Wealth Partners
Chief Executive Officer (CEO)
2013-01-01 00:00:00 - 2016-09-01 00:00:00
Trunorth
Owner
2005-01-01 00:00:00 - 2013-01-01 00:00:00
Northwestern Mutual
Investment Management and Trust Consultant
2001-01-01 00:00:00 - 2005-01-01 00:00:00
Ibm
Systems Engineer
1985-01-01 00:00:00 - 1989-01-01 00:00:00Skills
Languages
FAQ About Cfp Peter Rekstad
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Cfp Peter Rekstad is located at
St Paul, Minnesota, United States -
Cfp Peter Rekstad is a Peter Rekstad, CFP, CLU, ChFC, is the Chief Executive Officer at TruNorth Wealth Partners, a fee-only Registered Investment Advisor that provides comprehensive wealth management solutions for entrepreneurs, executives and other high-net-worth individuals. Dedicated to partnership wherever life and wealth intersect, TruNorth cultivates long-term relationships with clients to help them realize their ultimate financial goals. As firm CEO, Peter leads his team in providing clients with investment portfolios that take into account all aspects of their finances—including tax, estate and charitable giving plans. He is responsible for overall company leadership and strategy development, as well as designing the firm’s client experiences. Peter leads TruNorth’s Investment Committee and ensures that the firm’s investment philosophy is implemented in each client’s investment portfolio. In addition to his 29 years of industry experience, Peter holds a B.A. in business from Bethel University and a Series 65 securities license.
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Cfp Peter Rekstad currently works in the Trunorth Wealth Partners |
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No Languages Available
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Cfp Peter Rekstad has prior
experience in the following industries:
Bgm Trunorth Wealth Partners | Trunorth | Northwestern Mutual | Ibm -
Cfp Peter Rekstad has the following professional experience:
Trunorth Wealth Partners | Bgm Trunorth Wealth Partners | Trunorth | Northwestern Mutual | Ibm -
You can view Cfp Peter Rekstad’s LinkedIn profile at LinkedIn URL
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Cfp Peter Rekstad’s work email
addresses are
peter.rekstad@trunorthwealthpartners.com -
Trunorth Wealth Partners |
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