Peter
Thaldorf
Redwood Private Wealth
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About this Advisor
Peter Thaldorf is a financial advisor based out of Minneapolis, Minnesota with a total of 2 years of relevant experience. Thaldorf is on the advisory team at Redwood Private Wealth. During their career, the advisor has held roles at Financially Fit, LLC, J.D. Mellberg Financial, Secure Investment Managment, LLC, Insurmark, Regal Investment Advisors, Belpointe Asset Management, LLC, Forever Pets, Redwood Private Wealth LLC and Redwood Tax Specialists. Thaldorf maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Minnesota. Redwood Private Wealth is an advisory business headquartered in Phoenix, AZ. It has offices in 12 locations and a total of 51 advisors. It has $204 million in assets among its 1,788 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,788 client accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Redwood Private Wealth has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services depend on which service is provided. Fees billed by Redwood Private Wealth can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Redwood Private Wealth Brokerage Details
$204,343,703
51
1,788
$114,286
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
Peter has been registered as a financial advisor for 2 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
Financial Advisors at Redwood Private Wealth
Cherryville, NC
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Aiken, SC
Middletown, DE
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