AeroLeads people directory · profile
Duncan Pederson Email & Phone Number
Servicing Advisor
at
Fiat Wealth Management
1 work email found
@silveroakwealth.com
4 phones found area 612
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Servicing Advisor
Location
Greater Minneapolis-St. Paul Area, United States
Who is Duncan Pederson? Overview
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Quick answer
Duncan Pederson is listed as Servicing Advisor at Fiat Wealth Management, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at silveroakwealth.com, phone signal with area code 612, and a matched LinkedIn profile for Duncan Pederson.
Duncan Pederson previously worked as Associate Paraplanner at Silveroak Wealth Management and Associate Wealth Manager at Waypoint Capital Advisors. Duncan Pederson holds Accounting And Finance from Concordia University-St. Paul.
Company email context
Email format at Fiat Wealth Management
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{first_initial}{last}@silveroakwealth.com
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AeroLeads found 1 current-domain work email signal for Duncan Pederson. Compare company email patterns before reaching out.
Profile bio
About Duncan Pederson
Having the opportunity to work with multiple successful financial planning firms has been invaluable to me and my career development. Being able to work on the fly and collaborate with my coworkers to develop a plan and strategies for individual clients is one of the joys the industry has exposed me to so far. I have had the privilege to work on the process and business development of a small wealth management start-up as well as work within a wealth management firm that is more established in the industry where my role did not require such an in depth look at the implementation of business processes. Both providing their own set of challenges, I have been able to learn a great deal about what makes a client look at their financial situation with a sense of ease and comfort. In the future, helping people understand their relationship with money as well as the natural psychological reactions people have with the unpredictable markets is where I want to be.
Listed skills include Leadership, Team Development, Active Learning, Visual Communication, and 1 others.
Current workplace
Duncan Pederson's current company
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Fiat Wealth Management
Website
AeroLeads page
7 roles
Duncan Pederson work experience
A career timeline built from the work history available for this profile.
Associate Paraplanner
Associate Wealth Manager
Waypoint Capital Advisors
Waypoint Capital Advisors is an independent Registered Investment Advisor (RIA) with offices in Nevada and Minnesota. Offering fee-only financial planning and investment advisory services to individuals, families and their financial entities.
Jan 2018 - Jul 2018
Wealth Management Intern
Accredited Investors Wealth Management® is a comprehensive, fee-only advisory firm committed to helping clients see the possibilities that wealth creates by aligning their resources and values. Accredited’s deeply experienced wealth management staff, with diverse backgrounds in accounting, law, investment research, banking, and philanthropy, work together to craft personalized strategies for each client family. We collaborate with our clients' own attorneys, accountants, and insurance professionals to collectively achieve outcomes that are best for each client's unique situation. We are fee-only wealth fiduciaries. We vow to put our clients' interests ahead of our own, and our team works to clearly understand each client's needs. Accredited has designed a work environment that seeks to create harmony between a demanding, high-achieving atmosphere of professionalism and a family-friendly culture that values the personal lives of its staff members. Accredited has been named one of the Best Places to Work by the Minneapolis/St. Paul Business Journal for companies between 25-49 employees for three years in a row. Founded in 1987, Accredited manages approximately $1.6 billion of investment assets. Experience Accredited®.
May 2017 - Dec 2017
Clinical Training Assistant 1, Clinical Quality
Coordinate clinical trainings for just over 300 full-time staff. Ensure regulatory compliance with more than 4 state boards, and insurance providers. Track required attendance for continuing education standards per licensure requirements for 71 clinical license holders. Manage all records with required discretion and confidentiality.
Oct 2015 - Apr 2017
Head Coach
Richfield Junior Legion Baseball
Facilitating a positive atmosphere for high school juniors to learn and develop into the best baseball players they have the potential to be. Leading by example through hard work and focus in practices and games. Display effective and efficient communication with players, coaches and parents. Develop relationships with my players in order to become a positive role model in their lives.
Jun 2015 - Aug 2015
Head Swim Instructor
Olympic Style Swimming
Season Position (Summer). Assist 4-16 year old children proper swimming and water safety techniques. Assure safety for children and parents in/around the pool. Communicate to children and parents ways to improve in specific areas of swimming.
Jun 2011 - Aug 2015
3 education records
Duncan Pederson education
Accounting And Finance
General Studies
High School, General Studies
Richfield High School
FAQ
Frequently asked questions about Duncan Pederson
Quick answers generated from the profile data available on this page.
What company does Duncan Pederson work for?
Duncan Pederson works for Fiat Wealth Management.
What is Duncan Pederson's role at Fiat Wealth Management?
Duncan Pederson is listed as Servicing Advisor at Fiat Wealth Management.
What is Duncan Pederson's email address?
AeroLeads has found 1 work email signal at @silveroakwealth.com for Duncan Pederson at Fiat Wealth Management.
What is Duncan Pederson's phone number?
AeroLeads has found 4 phone signal(s) with area code 612 for Duncan Pederson at Fiat Wealth Management.
Where is Duncan Pederson based?
Duncan Pederson is based in Greater Minneapolis-St. Paul Area, United States while working with Fiat Wealth Management.
What companies has Duncan Pederson worked for?
Duncan Pederson has worked for Fiat Wealth Management, Silveroak Wealth Management, Waypoint Capital Advisors, Accredited Investors Wealth Management®, and Fraser.
How can I contact Duncan Pederson?
You can use AeroLeads to view verified contact signals for Duncan Pederson at Fiat Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Duncan Pederson attend?
Duncan Pederson holds Accounting And Finance from Concordia University-St. Paul.
What skills is Duncan Pederson known for?
Duncan Pederson is listed with skills including Leadership, Team Development, Active Learning, Visual Communication, and Coaching.
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