Peter
Rekstad
Trunorth Wealth Partners
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About this Advisor
Peter Rekstad is a financial advisor based in Saint Paul, Minnesota, working with Trunorth Wealth Partners. Peter has previously held positions at Bgm Trunorth Wealth Partners, LLC, Trunorth Wealth Partners, and Navigator Wealth Consultants, LLC. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota and Texas. Currently, Peter is part of Trunorth Wealth Partners, which operates out of Saint Paul, Minnesota. The firm has 1 office and 94 employees. The firm manages assets totaling $516.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Trunorth Wealth Partners includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trunorth Wealth Partners Brokerage Details
$516,760,775
94
1,201
$430,275
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
- Other
Peter Rekstad Work History
Trunorth Wealth Partners
Navigator Wealth Consultants, LLC
Bgm Trunorth Wealth Partners, LLC
Disclosures
Please visit the SEC profile of Peter Rekstad to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trunorth Wealth Partners
Folsom, CA
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
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