Peter
Thaldorf
Redwood Private Wealth
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About this Advisor
Peter Thaldorf is a financial advisor based in Minneapolis, Minnesota, working with Redwood Private Wealth. Peter has previously held positions at Financially Fit, LLC, J.D. Mellberg Financial, Secure Investment Management, LLC, Insurmark, Regal Investment Advisors, Belpointe Asset Management, LLC, Forever Pets, Redwood Private Wealth LLC, and Redwood Tax Specialists. Peter has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Peter is part of Redwood Private Wealth, which operates out of Minneapolis, Minnesota. The firm has 14 offices and 61 employees. The firm manages assets totaling $267.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Redwood Private Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Redwood Private Wealth Brokerage Details
$267,560,801
61
1,788
$149,643
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Peter Thaldorf Work History
Redwood Private Wealth LLC
Redwood Tax Specialists
Financially Fit, LLC
Belpointe Asset Management, LLC
Insurmark
Regal Investment Advisors
Secure Investment Managment, LLC
Forever Pets
J.D. Mellberg Financial
Disclosures
Please visit the SEC profile of Peter Thaldorf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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