Our Wealth Management Advisors
Peter Schmitz , CFA, CFP®, CMT
Investment Advisor, Wealth and Retirement
Peter has 15 years of experience within the financial services industry serving in a variety of investment analysis and client service roles. He is an investment advisor with corporate and nonprofit plan sponsors, performing fiduciary investment reviews and individual participant consultations.
Peter graduated from the University of Minnesota, Carlson School of Management, and graduated with a Bachelor of Science, finance. He holds the CFA, CFP® and AIF® designations and is studying for the CMT® designation. He also holds the Series 66 (Uniform Combined State Law exam) license.
Peter grew up on a dairy farm in Springfield, MN, and resides in Mayer, MN, with his understanding wife and six beautiful children.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures