Derek Peterson Email & Phone Number
Partner, Wealth Management Advisor and Retirement Plans Specialist @ Flywheel Financial
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Derek Peterson Location
- Lombard, IL, US
Derek Peterson Work
- Partner, Wealth Management Advisor and Retirement Plans Specialist @ (June 2023 - Present)
- Wealth Management Advisor and Retirement Plans Specialist @ (June 2003 - Present)
- Vice President, Financial Advisor @ Baird (November 1994 - June 2003)
- Intern, Sales Associate @ (December 1991 - November 1994)
Derek Peterson Education
- DePaul University
Financial Planning Certificate Program
2002-2003 - Drake University
Bachelor of Science degree in Business Administration (Finance)
1990-1993
Derek Peterson Skills
- Financial Planning
- Insurance
- Investments
- Non-Qualified Deferred Compensation
- Qualified Retirement Plans
- Retirement Plan Consulting
- Wealth Management
- Portfolio Management
- Financial Advisory
- Finance
- Financial Analysis
- Retirement Planning
- Mutual Funds
Derek Peterson Summary
- Derek Peterson, based in Lombard, IL, US, is currently a Partner, Wealth Management Advisor and Retirement Plans Specialist at Flywheel Financial. Derek Peterson brings experience from previous roles at Northwestern Mutual, Baird and Merrill Lynch. Derek Peterson holds a 2002 - 2003 Financial Planning Certificate Program @ DePaul University. With a robust skill set that includes Financial Planning, Insurance, Investments, Non-Qualified Deferred Compensation, Qualified Retirement Plans and more. Derek Peterson has 3 emails and 2 mobile phone numbers on RocketReach.
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