Finding financial solutions and offering peace of mind is what drives Peter Rekstad. His knowledge and wisdom combined with his integrity and compassion create a unique blend that results in loyalty from his clients and respect from his competitors.
With nearly 30 years of experience, Peter has worked with all segments of the financial industry and has developed relationships with partners that broaden the field of resources for his clients.
He is the force behind TruNorth, sharing his expertise and insight with his staff. He encourages the family-like team cohesiveness in TruNorth which produces an enriched, personal experience for each client. Peter’s clients have come to expect the highest degree of personal service from TruNorth.
His career in the financial industry began at Northwestern Mutual Financial Network. During his 16 years there, he served as Investment Advisory Representative for Network Planning Advisors, and Trust Consultant for Northwestern Mutual Trust Company.
In 2005 Peter established TruNorth, an independent advisory firm. He merged his firm with BGM to form BGM TruNorth Wealth Partners in 2013. Today, he serves as CEO of TruNorth Wealth Partners with offices in St. Paul, Minnesota and Sacramento, California.
When he’s not working, he spends time with his wife, Beth, and his three grown daughters.
Education and Certifications
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- B.A., Business Administration, Bethel University
- Member, Financial Planning Association, Minnesota Chapter
- Member, Board of Governors, Bethel University Foundation
- Member, Investment Committee, Bethel University Foundation