Peter Larson,  Cfa, Cfp
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Peter Larson, Cfa, Cfp Email & Phone Number

Docent at Milwaukee Art Museum, Wealth Planning Advisor, Volunteer at Milwaukee Art Museum
Location: Greater Milwaukee, United States, United States 9 work roles 5 schools
1 work email found @mam.org 1 phone found area 414 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email p****@mam.org
Direct phone (414) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Docent at Milwaukee Art Museum, Wealth Planning Advisor, Volunteer
Location
Greater Milwaukee, United States, United States
Company size

Who is Peter Larson, Cfa, Cfp? Overview

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Quick answer

Peter Larson, Cfa, Cfp is listed as Docent at Milwaukee Art Museum, Wealth Planning Advisor, Volunteer at Milwaukee Art Museum, a company with 203 employees, based in Greater Milwaukee, United States, United States. AeroLeads shows a work email signal at mam.org, phone signal with area code 414, and a matched LinkedIn profile for Peter Larson, Cfa, Cfp.

Peter Larson, Cfa, Cfp previously worked as Docent and Board Member at Milwaukee Art Museum and Board Member, Volunteer, Organizer, Docent, Student, Financial Manager at Various Causes And Pursuits. Peter Larson, Cfa, Cfp holds Mba, Economics, Finance, Accounting, Elected To Beta Gamma Sigma from The University Of Chicago - Booth School Of Business.

Company email context

Email format at Milwaukee Art Museum

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*@mam.org
71% confidence

AeroLeads found 1 current-domain work email signal for Peter Larson, Cfa, Cfp. Compare company email patterns before reaching out.

Profile bio

About Peter Larson, Cfa, Cfp

Professional career in Wealth Management includes management/leadership/sales coaching and investment and trust and relationship management and product and market development and training.I keep these skills fresh and honed and use them in my life and work.I am now engaged in - - - walking Lucy, participating in the Docent Training Program at the Milwaukee Art Museum, building a home, working on progressive civic issues, managing family members' finances, supporting a critical non-profit agency, and working with my church.

Listed skills include Wealth Management, Investments, Estate Planning, Strategic Financial Planning, and 23 others.

Current workplace

Peter Larson, Cfa, Cfp's current company

Company context helps verify the profile and gives searchers a useful next step.

Milwaukee Art Museum
Milwaukee Art Museum
Docent at Milwaukee Art Museum, Wealth Planning Advisor, Volunteer
milwaukee, wisconsin, united states
Website
Employees
203
AeroLeads page
9 roles

Peter Larson, Cfa, Cfp work experience

A career timeline built from the work history available for this profile.

Docent And Board Member

Current

Milwaukee, WI

Docent for child and adult tours, focused on engaging guests of all ages in looking and experiencing art. Co-founded Docent "A/V Club" in 2020 to keep docents engaged during COVID. Co-led Docent Learning Community, focused on offering weekly continuing education workshops 2018-2021. Docent Council Chair and Milwaukee Art Museum Board Member 2021-2024

Sep 2014 - Present

Board Member, Volunteer, Organizer, Docent, Student, Financial Manager

Current
Various Causes And Pursuits

Milwaukee, Chicago, Douglas

Walking Lucy the Wheaten Terrier, managing the household, board member at Milwaukee LGBT Community Center, United Way Volunteer, Grass Roots North Shore Steering Committee member, Milwaukee Art Museum Docent, Stewardship Chair at St. Paul's Church, St John's On The Lake Foundation Board, Episcopal Diocese of Wisconsin Executive Council and Finance.

Jul 2014 - Present

Senior Wealth Planner

Pnc

Milwaukee

Working with a "full-balance-sheet" team of seasoned professionals, I bring ideas and customized plans to clients and their families, based on their goals and values. I provide comprehensive advice that clients can own, drawing on the expertise of my colleagues and the vast resources of a leading wealth management firm. I work with corporate executives.

Mar 2011 - Jul 2014

Volunteer, Consultant, Non-Profit Management

Various Enterprises

Wisconsin

Consulted with wealth management firms on training, sales, management, and consulting needs. Treasurer, board member, and volunteer for a non-profit community center. Project Manager for community-based progressive causes; Church leader and volunteer; Financial Manager for several family members. Past Treasurer and Board Member, Milwaukee LGBT Community.

Jul 2009 - Feb 2011

Wealth Management Director, Senior Vice President

Milwaukee

Led coaching and training on sales processes, financial planning issues, asset transfer strategies, and investment management strategies and tools. Led successful cross-discipline sales teams across state. Top ranked Region in company.Chair, Wells Fargo Wealth Management National Diversity Council

Jan 2005 - Jun 2009

Regional Sales Manager, Svp

Milwaukee

Securities and Options Principal. Led Wisconsin Brokerage. Introduced consultative sales, managed money, financial planning to Region.

Mar 2003 - Dec 2004

Senior Regional Trust Director, Svp

Minneapolis

Chief Trust Officer for several state Region. Led integration initiatives in newly merged company.

Jan 1998 - Mar 2003

Vice President

Chicago

Manager and Coach for Investment Management, Financial Planning, and Trust professionals. Marketing and Product Development Manager, Corporate Planning Analyst.

Jan 1986 - Nov 1997

Associate

Consultant on Strategy, Organization, and Executive Compensation projects for Airlines, Retailers, Paper Companies, and Banks.

Aug 1984 - Jan 1986
Team & coworkers

Colleagues at Milwaukee Art Museum

Other employees you can reach at mam.org. View company contacts for 203 employees →

5 education records

Peter Larson, Cfa, Cfp education

Ba, Cum Laude, Liberal Arts, Honors In History

Williams College is the premier liberal arts institution in the United States.

Docent Training Regimen, Art Education And Art History

Milwaukee Art Museum

Premiere program for developing art educators.

College Prep

Lindblom Technical High School

Certificate Education For Ministry, Humanity'S Quest In The Christian Tradition: Old Testament, New Testament, History, Theology, Certificate

Four year intensive study and reflection on developing deeper understandings of faith and faith traditions.

FAQ

Frequently asked questions about Peter Larson, Cfa, Cfp

Quick answers generated from the profile data available on this page.

What company does Peter Larson, Cfa, Cfp work for?

Peter Larson, Cfa, Cfp works for Milwaukee Art Museum.

What is Peter Larson, Cfa, Cfp's role at Milwaukee Art Museum?

Peter Larson, Cfa, Cfp is listed as Docent at Milwaukee Art Museum, Wealth Planning Advisor, Volunteer at Milwaukee Art Museum.

What is Peter Larson, Cfa, Cfp's email address?

AeroLeads has found 1 work email signal at @mam.org for Peter Larson, Cfa, Cfp at Milwaukee Art Museum.

What is Peter Larson, Cfa, Cfp's phone number?

AeroLeads has found 1 phone signal(s) with area code 414 for Peter Larson, Cfa, Cfp at Milwaukee Art Museum.

Where is Peter Larson, Cfa, Cfp based?

Peter Larson, Cfa, Cfp is based in Greater Milwaukee, United States, United States while working with Milwaukee Art Museum.

What companies has Peter Larson, Cfa, Cfp worked for?

Peter Larson, Cfa, Cfp has worked for Milwaukee Art Museum, Various Causes And Pursuits, Pnc, Various Enterprises, and Wells Fargo.

Who are Peter Larson, Cfa, Cfp's colleagues at Milwaukee Art Museum?

Peter Larson, Cfa, Cfp's colleagues at Milwaukee Art Museum include Brandon Ruud, Khristopher Lanier, Holden Skeels, Mary Beth Frigo, and Megan Bennett.

How can I contact Peter Larson, Cfa, Cfp?

You can use AeroLeads to view verified contact signals for Peter Larson, Cfa, Cfp at Milwaukee Art Museum, including work email, phone, and LinkedIn data when available.

What schools did Peter Larson, Cfa, Cfp attend?

Peter Larson, Cfa, Cfp holds Mba, Economics, Finance, Accounting, Elected To Beta Gamma Sigma from The University Of Chicago - Booth School Of Business.

What skills is Peter Larson, Cfa, Cfp known for?

Peter Larson, Cfa, Cfp is listed with skills including Wealth Management, Investments, Estate Planning, Strategic Financial Planning, Financial Advisory, Portfolio Management, Financial Analysis, and Wealth Management Services.

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