Derek Peterson, Cfp®, Crps®, Qpfc

Derek Peterson, Cfp®, Crps®, Qpfc Email and Phone Number

Partner, Wealth Management Advisor and Retirement Plans Specialist @ Flywheel Financial
Lombard, IL, US
Derek Peterson, Cfp®, Crps®, Qpfc's Location
Lombard, Illinois, United States, United States
Derek Peterson, Cfp®, Crps®, Qpfc's Contact Details

Derek Peterson, Cfp®, Crps®, Qpfc work email

Derek Peterson, Cfp®, Crps®, Qpfc personal email

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

Derek Peterson, Cfp®, Crps®, Qpfc's Current Company Details
Flywheel Financial

Flywheel Financial

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Partner, Wealth Management Advisor and Retirement Plans Specialist
Lombard, IL, US
Website:
heritageplanningpartners.nm.com
Employees:
29
Derek Peterson, Cfp®, Crps®, Qpfc Work Experience Details
  • Flywheel Financial
    Partner, Wealth Management Advisor And Retirement Plans Specialist
    Flywheel Financial
    Lombard, Il, Us
    View
  • Flywheel Financial
    Partner, Wealth Management Advisor & Retirement Plans Specialist
    Flywheel Financial Jun 2023 - Present
    View
  • Northwestern Mutual
    Wealth Management Advisor And Retirement Plans Specialist
    Northwestern Mutual Jun 2003 - Present
    Milwaukee, Wi, Us
    View
  • Baird
    Vice President, Financial Advisor
    Baird Nov 1994 - Jun 2003
    Milwaukee, Wi, Us
    View
  • Merrill Lynch
    Intern, Sales Associate
    Merrill Lynch Dec 1991 - Nov 1994
    New York, Ny, Us
    View

Derek Peterson, Cfp®, Crps®, Qpfc Skills

Portfolio Management Financial Advisory Investments Finance Financial Analysis Insurance Retirement Planning Wealth Management Financial Planning Mutual Funds

Derek Peterson, Cfp®, Crps®, Qpfc Education Details

  • Drake University
    Drake University
    Finance
  • Depaul University
    Depaul University
    Financial Planning Certificate Program

Frequently Asked Questions about Derek Peterson, Cfp®, Crps®, Qpfc

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 the current company?

Derek Peterson, Cfp®, Crps®, Qpfc's current role is Partner, Wealth Management Advisor and Retirement Plans Specialist.

What is Derek Peterson, Cfp®, Crps®, Qpfc's email address?

Derek Peterson, Cfp®, Crps®, Qpfc's email address is de****@****hoo.com

What is Derek Peterson, Cfp®, Crps®, Qpfc's direct phone number?

Derek Peterson, Cfp®, Crps®, Qpfc's direct phone number is +177379*****

What schools did Derek Peterson, Cfp®, Crps®, Qpfc attend?

Derek Peterson, Cfp®, Crps®, Qpfc attended Drake University, Depaul University.

What skills is Derek Peterson, Cfp®, Crps®, Qpfc known for?

Derek Peterson, Cfp®, Crps®, Qpfc has skills like Portfolio Management, Financial Advisory, Investments, Finance, Financial Analysis, Insurance, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds.

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