Peter

Fleming

CFP®, ChFC®

picture of a planner

Here to act in your best interests

About me

It is my passion to help my clients retire on time and meet their financial goals. In my spare time, I enjoy quiet walks in nature, reading, yoga, Pilates, and studying languages.

Certifications

CERTIFIED FINANCIAL PLANNER™

Chartered Financial Consultant®

Education

Bachelor of Arts, English - Viterbo University

Master of Music, - University of Southern California

Master of Business Administration, Finance and Accounting - Keller Graduate School of Management

Visit one of our Locations

Minneapolis II - Woodbury

539 Bielenberg Dr

Suite 220

Woodbury, MN 55125

Minneapolis - Rochester (Appt Only)

206 Broadway Avenue S

Suite 460

Rochester, MN 55904

Minneapolis I - Minnetonka

10900 Wayzata Boulevard

Suite 240

Minnetonka, MN 55305

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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