Peter
Tedstrom

Lpl Financial LLC

CRD#1276928
Investment Advisor
in Denver, CO
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About this Advisor

Peter Tedstrom is a certified financial planner whose office is in Denver, Colorado. Currently an advisor at Lpl Financial LLC, they have gathered a notable 30 years of professional experience as a financial advisor. Tedstrom holds a Series 63 license, designating them as a securities broker. Tedstrom is registered to work with customers based out of Colorado and Texas. Throughout their career, Tedstrom has worked at Tedstrom Wealth Advisors, Inc(Brown&Tedstrom Estate Planning, Inc), Lpl Financial, LLC and Brown & Tedstrom, Inc. Lpl Financial LLC is headquartered in Denver, Colorado, and operates out of 8,011 additional locations in the country. In total, Lpl Financial LLC manages $153 billion in assets across 680,466 client accounts and retains more than 22,703 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Lpl Financial LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

30 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

1999 Broadway Ste 1415
Denver, CO 80202

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

CO Average: $16,012,751,954
Total Number of Employees

22,703

CO Average: 118
Total Number of Accounts

680,466

CO Average: 4,567
Average Account Size

$224,156

CO Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Peter Tedstrom Work History

Peter has 30 years of experience.

2002 - Present (17 years)

Tedstrom Wealth Advisors,Inc(Brown&Tedstrom Estate Planning,Inc)

1989 - Present (30 years)

Lpl Financial, LLC

1988 - Present (31 years)

Brown & Tedstrom, Inc

Disclosures

Peter Tedstrom has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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