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:
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NORTHWESTERN MUTUAL FINANCIAL NETWORK
- Wealth Management Advisor - Providing the ongoing coordination of my client's financial ecosystem. (June 2003 - Current)
ROBERT W. BAIRD & Co. INCORPORATED
- Vice President-Investments, Financial Advisor - Responsible for working with clients in establishing and implementing long term financial objectives, the investment management, asset allocation, investment selection, and performance of individual and corporate funds. (November 1994 - June 2003)
MERRILL LYNCH, PRIVATE CLIENT GROUP
- Intern, Sales Associate - (December 1991 - November 1994)
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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.
Associations and Memberships
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