Peter Thaldorf (CRD# 6624095) is an Investment Advisor Representative working at Redwood Private Wealth in Bloomington, MN and has over 8 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Redwood Private Wealth LLC | Phoenix, AZ | Sep 2021 - Current | 2 |
Redwood Tax Specialists | Minneapolis, MN | Mar 2021 - Current | 3 |
Financially Fit, LLC | Eagan, MN | Jan 2011 - Current | 13 |
Forever Pets | Minneapolis, MN | Apr 2016 - May 2022 | 6 |
Belpointe Asset Management, LLC | Greenwich, CT | Jun 2020 - Sep 2021 | 1 |
Regal Investment Advisors | Kentwood, MI | Oct 2018 - Jun 2020 | 1 |
Insurmark | Houston, TX | Aug 2018 - Jan 2020 | 1 |
Secure Investment Managment, LLC | Tucson, AZ | Mar 2016 - Oct 2018 | 2 |
J.d. Mellberg Financial | Tucson, AZ | Jul 2014 - Aug 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- MN
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Total Assets Under Management204MILLIONS
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Total Number of Accounts1,788ACCOUNTS
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Average Account Value$114,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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