Derek S Peterson, CFP®, CRPS®

Wealth Management Advisor

Professional

Derek is a graduate of Drake University (Des Moines, Iowa) with a Bachelor of Science degree in Business Administration with an emphasis in Finance.

Review Derek's work experience prior to joining Northwestern Mutual Financial Network in 2003:

 

NORTHWESTERN MUTUAL

Wealth Management Advisor and Retirement Plan Specialist (June 2003 - Current)

ROBERT W. BAIRD & Co. INCORPORATED

  • Vice President-Investments, Financial Advisor (November 1994 - June 2003)

 MERRILL LYNCH, PRIVATE CLIENT GROUP

  • Intern, Sales Associate (December 1991 - November 1994)
 

 

CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification

Derek Peterson has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

CHARTERED RETIREMENT PLANS SPECIALISTSM  (CRPS®) Designation

Derek Peterson has earned the CERTIFIED RETIREMENT PLANS SPECIALISTSM (CRPS®) Designation. The CERTIFIED RETIREMENT PLANS SPECIALISTSM or (CRPS®) Designation is the nation's premier credential focusing on retirment plan administration.

 

Associations and Memberships

 

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