Derek Peterson, CFP®

Current

• Wealth Management Advisor at Northwestern Mutual Wealth Management Company

Past

• Vice President, Financial Advisor at Robert W. Baird
• Intern, Sales Associate at Merrill Lynch

Education

• Drake University

Recommended

2 people have recommended Derek

Connections

121 connections

Industry

Financial Services

Websites

• My Website
• My Company

Derek Peterson, CFP®’s Summary

Derek Peterson is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company®.

The mission of the Northwestern Mutual Wealth Management Company® is to provide expert guidance for a lifetime of financial security by offering high quality investment and wealth management programs and services for high net worth clients.

Northwestern Mutual Wealth Management Company® offers comprehensive and fee-based financial planning, investment advisory programs and personal trust services through a national network of experienced professionals with expertise in:

-Advisory Services
-Financial Planning
-Business Planning
-Retirement Planning
-Trust Services

As a Wealth Management Advisor, Derek understands complex financial issues, and how they can affect life goals — whether a client is working to achieve current financial success, or protect and preserve assets over the long term.

Derek Peterson works with clients to:

-Gain a clear understanding of investment goals.
-Identify solutions to meet a client's needs.
-Create a comprehensive plan designed to achieve a client's goals.
-Monitor the client's plan and make adjustments as needs change.

Derek can design a comprehensive plan or one that specializes in one specific area of need, such as estate planning, retirement planning or business succession planning.

For additional information on Derek Peterson's professional background, areas of expertise and services available, visit his web site at http://www.derekspeterson@nmfn.com.

Derek Peterson, CFP®’s Specialties:

Comprehensive and fee-based financial planning, investment advisory programs and personal trust services

Derek Peterson, CFP®’s Experience

• Wealth Management Advisor

  Northwestern Mutual Wealth Management Company

  (Financial Services industry)

  Currently holds this position

• Vice President, Financial Advisor

  Robert W. Baird

  (Privately Held; 1001-5000 employees; Financial Services industry)

  November 1994 — June 2003 (8 years 8 months)

  Responsible for working with clients in establishing and implementing long term financial objectives, the investment management, asset allocation, investment selection, and performance of individual and corporate funds

• Intern, Sales Associate

  Merrill Lynch

  (Public Company; 10,001 or more employees; MER; Financial Services industry)

  December 1991 — November 1994 (3 years )

Derek Peterson, CFP®’s Education

• Drake University

  Bachelor of Science degree in Business Administration , Finance , 1990 — 1993

  Activities and Societies:

  Sigma Alpha Epsilon, Soccer

Additional Information

Derek Peterson, CFP®’s Websites:

• My Website
• My Company

Derek Peterson, CFP®’s Groups:

The Financial Planning Association (FPA™), The Financial Planning Association of Illinois, National Association of Insurance and Financial Advisors, Sigma Alpha Epsilon

•    Sigma Alpha Epsilon Alumni Group
•    CERTIFIED FINANCIAL PLANNER™ Certificant
•    Drake University Alumni (2,000+)
•    Financial Planning Association
•    National Association of Insurance and Financial Advisors
•    Robert W. Baird & Co. Alumni
•    Morningstar Advisor

Derek Peterson, CFP®’s Honors:

Certified Financial Planner™ (CFP®) Certification

Derek Peterson has earned the Certified Financial Planner™ (CFP®) certification. The Certified Financial PlannerTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients

Derek Peterson, CFP®’s Contact Settings

Interested In:

• new ventures
• expertise requests
• business deals
• reference requests
• getting back in touch