AeroLeads people directory · profile
Derek Peterson, Cfp®, Crps®, Qpfc Email & Phone Number
Partner, Wealth Management Advisor and Retirement Plans Specialist
at
Flywheel Financial
1 work email found
@nmfn.com
9 phones found area 773, 847, 312, 404, and 414
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner, Wealth Management Advisor and Retirement Plans Specialist
Location
Lombard, Illinois, United States
Company size
Who is Derek Peterson, Cfp®, Crps®, Qpfc? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Derek Peterson, Cfp®, Crps®, Qpfc is listed as Partner, Wealth Management Advisor and Retirement Plans Specialist at Flywheel Financial, a with 29 employees, based in Lombard, Illinois, United States. AeroLeads shows a work email signal at nmfn.com, phone signal with area code 773, 847, 312, 404, 414, and a matched LinkedIn profile for Derek Peterson, Cfp®, Crps®, Qpfc.
Derek Peterson, Cfp®, Crps®, Qpfc previously worked as Partner, Wealth Management Advisor & Retirement Plans Specialist at Flywheel Financial and Wealth Management Advisor and Retirement Plans Specialist at Northwestern Mutual. Derek Peterson, Cfp®, Crps®, Qpfc holds Bachelor Of Science Degree In Business Administration, Finance from Drake University.
Company email context
Email format at Flywheel Financial
This section adds company-level context without repeating Derek Peterson, Cfp®, Crps®, Qpfc's masked contact details.
*@nmfn.com
68% confidence
AeroLeads found 1 current-domain work email signal for Derek Peterson, Cfp®, Crps®, Qpfc. Compare company email patterns before reaching out.
Profile bio
About Derek Peterson, Cfp®, Crps®, Qpfc
Building on over 20+ years of experience with Northwestern Mutual as a sole proprietor, I joined Flywheel Financial as a partner in 2023.Our mission is to help individuals, families and business owners protect what they have and grow what they need. We have the expertise, credentials and resources to best address all of your business and personal financial planning needs. For an overview see our website.DESIGNATIONS• CFP® (CERTIFIED FINANCIAL PLANNER™)• CRPS® (Chartered Retirement Plans Specialist)• QPFC (Qualified Plan Financial Consultant)LICENSING• Series 6, 7, 63 & 65• Long-Term Care• Life, Accident & HealthASSOCIATIONS AND MEMBERSHIPS• National Association of Insurance and Financial Advisors• Aurora Regional Chamber of Commerce• Finseca
Listed skills include Portfolio Management, Financial Advisory, Investments, Finance, and 6 others.
Current workplace
Derek Peterson, Cfp®, Crps®, Qpfc's current company
Company context helps verify the profile and gives searchers a useful next step.
Flywheel Financial
5 roles
Derek Peterson, Cfp®, Crps®, Qpfc work experience
A career timeline built from the work history available for this profile.
Partner, Wealth Management Advisor & Retirement Plans Specialist
Current
Jun 2023 - Present
Wealth Management Advisor And Retirement Plans Specialist
Current
Jun 2003 - Present
Vice President, Financial Advisor
Nov 1994 - Jun 2003
Intern, Sales Associate
Dec 1991 - Nov 1994
2 education records
Derek Peterson, Cfp®, Crps®, Qpfc education
Bachelor Of Science Degree In Business Administration, Finance
Drake University
Financial Planning Certificate Program
Depaul University
FAQ
Frequently asked questions about Derek Peterson, Cfp®, Crps®, Qpfc
Quick answers generated from the profile data available on this page.
What company does Derek Peterson, Cfp®, Crps®, Qpfc work for?
Derek Peterson, Cfp®, Crps®, Qpfc works for Flywheel Financial.
What is Derek Peterson, Cfp®, Crps®, Qpfc's role at Flywheel Financial?
Derek Peterson, Cfp®, Crps®, Qpfc is listed as Partner, Wealth Management Advisor and Retirement Plans Specialist at Flywheel Financial.
What is Derek Peterson, Cfp®, Crps®, Qpfc's email address?
AeroLeads has found 1 work email signal at @nmfn.com for Derek Peterson, Cfp®, Crps®, Qpfc at Flywheel Financial.
What is Derek Peterson, Cfp®, Crps®, Qpfc's phone number?
AeroLeads has found 9 phone signal(s) with area code 773, 847, 312, 404, 414 for Derek Peterson, Cfp®, Crps®, Qpfc at Flywheel Financial.
Where is Derek Peterson, Cfp®, Crps®, Qpfc based?
Derek Peterson, Cfp®, Crps®, Qpfc is based in Lombard, Illinois, United States while working with Flywheel Financial.
What companies has Derek Peterson, Cfp®, Crps®, Qpfc worked for?
Derek Peterson, Cfp®, Crps®, Qpfc has worked for Flywheel Financial, Northwestern Mutual, Baird, and Merrill Lynch.
How can I contact Derek Peterson, Cfp®, Crps®, Qpfc?
You can use AeroLeads to view verified contact signals for Derek Peterson, Cfp®, Crps®, Qpfc at Flywheel Financial, including work email, phone, and LinkedIn data when available.
What schools did Derek Peterson, Cfp®, Crps®, Qpfc attend?
Derek Peterson, Cfp®, Crps®, Qpfc holds Bachelor Of Science Degree In Business Administration, Finance from Drake University.
What skills is Derek Peterson, Cfp®, Crps®, Qpfc known for?
Derek Peterson, Cfp®, Crps®, Qpfc is listed with skills including Portfolio Management, Financial Advisory, Investments, Finance, Financial Analysis, Insurance, Retirement Planning, and Wealth Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial