About David R. Peterson
Attention to detail, good listening skills, and a curious passion for research are the hallmarks of David’s practice. David began his career as a financial advisor in 2002 after graduating from the University of St. Thomas with a degree in finance. He brings broad experience in helping clients with every aspect of their wealth management journey, from planning and accumulating assets in their working years, to creating income stream strategies for their retirement.
As a college basketball player and a life-long sports lover, David believes that the same commitment to practice, teamwork and attention to detail that helped him succeed in sports is also critical to succeeding as a financial advisor.
David and his wife Sarah live in St. Paul with their sons, Griffin and Tate, and their twin daughters, Hayden and Willow. David coaches youth sports teams in his community and enjoys fishing in his spare time.
Securities Agent: NC, CT, WI, TN, OR, NV, NE, IA, NY, MO, MD, CA, WA, MA, AK, TX, NM, ND, FL, SC, IL, CO, VA, SD, MN, NJ, IN, GA, AZ, OH, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 533337