Kurt Peterson, CFP®, CRPC, AAMS

I was born and raised on the east side of Saint Paul. After High School, I went on to earn my bachelor’s from the University of Minnesota. I began my financial services career in 2007, where I returned to the east side of Saint Paul and built my practice knocking on more than 2,000 doors. As my practice evolved, I grew my planning practice beyond investments to address my clients’ more specific needs. In 2014, I moved my practice to Wells Fargo Advisors, where I felt I could build upon my experience and provide my clients with more comprehensive wealth management services. I’m also passionate about stewardship and how we can improve and be more intentional about both giving and philanthropy.

I believe my job is to serve my clients’ interest first and to ensure that we have a comprehensive plan that takes into account any future or unforeseen circumstances that could arise. Given my experience, I want to make sure that we are taking advantage of every possible opportunity in an effort to improve our clients’ financial futures. I enjoy helping families who have unique needs, including those who need additional planning to accommodate special-needs children. The greatest part about my job is being able to find strategies for my clients, giving them confidence that they are on track and exactly where they need to be. Today we can find tons of information online, but I believe the value we bring comes from the experience of developing real-life strategies for our very own clients.

I am a CERTIFIED FINANCIAL PLANNER™ and for this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. I am also a Chartered Retirement Planning Counselor (CRPC) which helps me understand and advise on strategies and risks that people need to consider when it comes to planning their retirement. Lastly, I hold an Accredited Asset Management Specialist (AAMS) designation that gives me the ability to tailor customized portfolios for each of my clients as their lives and markets change.

For over a decade I have had the privilege of being a trusted financial advisor to families. I take pride in helping give my clients more confidence about their financial future, and I look forward to helping them meet their goals for many years to come.

Away from the office, I’m an avid fitness junkie; I enjoy strength-training, playing basketball and studying nutrition. I also really enjoy reading about history, theology and finance. As an extended family, we spend a lot of time up north in the Crosslake area throughout the year. I also enjoy teaching seminars on investment planning and helping out at our local church. My wife, Marianne and I live in Woodbury, MN with our son Miles and daughters Lila and Charlotte.