Our financial advice team

Dan Petersen, Financial Advisor serving the Rochester, MN area - Ameriprise Advisors

Dan Petersen

Financial Advisor

Chief Operating Officer of
Pinnacle Private Wealth Group
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies

Education

  • BS in Logistics and Supply Chain Management, Iowa State University
  • MEd in Educational Leadership and Policy Study, Iowa State University

Interests

  • Spending time with my wife, Alyssa and daughters, Liv, Kate, and Sophia
  • Watching sports
  • Playing golf
  • Spending time outside