Thomas Peterson  Cmfc®, Apma®
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Thomas Peterson Cmfc®, Apma® Email & Phone Number

Private Wealth Manager at UPSTREAM Investment Partners, LLC at UPSTREAM Investment Partners, LLC
Location: Rockford, Illinois, United States 4 work roles 1 school
1 work email found @ameriprise.com 4 phones found area 815 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email t****@ameriprise.com
Direct phone (815) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Private Wealth Manager at UPSTREAM Investment Partners, LLC
Location
Rockford, Illinois, United States
Company size

Who is Thomas Peterson Cmfc®, Apma®? Overview

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Quick answer

Thomas Peterson Cmfc®, Apma® is listed as Private Wealth Manager at UPSTREAM Investment Partners, LLC at UPSTREAM Investment Partners, LLC, a company with 103 employees, based in Rockford, Illinois, United States. AeroLeads shows a work email signal at ameriprise.com, phone signal with area code 815, and a matched LinkedIn profile for Thomas Peterson Cmfc®, Apma®.

Thomas Peterson Cmfc®, Apma® previously worked as Private Wealth Manager at Upstream Investment Partners, Llc and Financial Advisor at Ameriprise Financial. Thomas Peterson Cmfc®, Apma® holds Bachelor Of Business Administration - Bba, Economics from Rockford University.

Company email context

Email format at UPSTREAM Investment Partners, LLC

This section adds company-level context without repeating Thomas Peterson Cmfc®, Apma®'s masked contact details.

*@ameriprise.com
68% confidence

AeroLeads found 1 current-domain work email signal for Thomas Peterson Cmfc®, Apma®. Compare company email patterns before reaching out.

Profile bio

About Thomas Peterson Cmfc®, Apma®

Thomas Peterson Cmfc®, Apma® is a Private Wealth Manager at UPSTREAM Investment Partners, LLC at UPSTREAM Investment Partners, LLC. They possess expertise in insurance broker/agent, strategic planning.

Listed skills include Insurance Broker/Agent and Strategic Planning.

Current workplace

Thomas Peterson Cmfc®, Apma®'s current company

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

UPSTREAM Investment Partners, LLC
Upstream Investment Partners, Llc
Private Wealth Manager at UPSTREAM Investment Partners, LLC
Employees
103
AeroLeads page
4 roles

Thomas Peterson Cmfc®, Apma® work experience

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

Private Wealth Manager

Current

Rockford, Illinois, United States

Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. UPSTREAM Investment Partners is independent of Sigma Financial Corporation and Sigma Planning Corporation.Content is strictly for general purposes and.

Oct 2019 - Present

Financial Advisor

John Tappan founded Ameriprise Financial in 1894 with a singular vision, to help ordinary Americans achieve their financial dreams and feel confident about their futures. Throughout our long history, we have remained steadfast to this vision of putting our clients’ needs first, always.The strength of this commitment is matched only by our strength as a.

Sep 2008 - Oct 2019

Financial Advisor

Rockford, Illinois Area

Mar 2008 - Sep 2008

Financial Advisor

Rockford, Illinois Area

Feb 2003 - Sep 2008
Team & coworkers

Colleagues at UPSTREAM Investment Partners, LLC

Other employees you can reach at joinupstreamip.com. View company contacts for 103 employees →

1 education record

Thomas Peterson Cmfc®, Apma® education

FAQ

Frequently asked questions about Thomas Peterson Cmfc®, Apma®

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

What company does Thomas Peterson Cmfc®, Apma® work for?

Thomas Peterson Cmfc®, Apma® works for UPSTREAM Investment Partners, LLC.

What is Thomas Peterson Cmfc®, Apma®'s role at UPSTREAM Investment Partners, LLC?

Thomas Peterson Cmfc®, Apma® is listed as Private Wealth Manager at UPSTREAM Investment Partners, LLC at UPSTREAM Investment Partners, LLC.

What is Thomas Peterson Cmfc®, Apma®'s email address?

AeroLeads has found 1 work email signal at @ameriprise.com for Thomas Peterson Cmfc®, Apma® at UPSTREAM Investment Partners, LLC.

What is Thomas Peterson Cmfc®, Apma®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 815 for Thomas Peterson Cmfc®, Apma® at UPSTREAM Investment Partners, LLC.

Where is Thomas Peterson Cmfc®, Apma® based?

Thomas Peterson Cmfc®, Apma® is based in Rockford, Illinois, United States while working with UPSTREAM Investment Partners, LLC.

What companies has Thomas Peterson Cmfc®, Apma® worked for?

Thomas Peterson Cmfc®, Apma® has worked for Upstream Investment Partners, Llc, Ameriprise Financial, H&R Block, and Baird.

Who are Thomas Peterson Cmfc®, Apma®'s colleagues at UPSTREAM Investment Partners, LLC?

Thomas Peterson Cmfc®, Apma®'s colleagues at UPSTREAM Investment Partners, LLC include Matthew (Matt) R. Simon, Aif®, Katherine White, Joey Lovgren, Roderick Chisholm, and Rod Chisholm.

How can I contact Thomas Peterson Cmfc®, Apma®?

You can use AeroLeads to view verified contact signals for Thomas Peterson Cmfc®, Apma® at UPSTREAM Investment Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did Thomas Peterson Cmfc®, Apma® attend?

Thomas Peterson Cmfc®, Apma® holds Bachelor Of Business Administration - Bba, Economics from Rockford University.

What skills is Thomas Peterson Cmfc®, Apma® known for?

Thomas Peterson Cmfc®, Apma® is listed with skills including Insurance Broker/Agent and Strategic Planning.

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