Travis Peterson
Holistic Financial Advisor | Wealth Management | Retirement Planning | Estate Strategy Coordination | Asset Protection Strategies | Financial Planning
- Role
- Financial Advisor at Edward Jones
- Location
- Dayton, MN, US
- LinkedIn followers
- 500 followers
About Travis Peterson
Holistic Financial Advisor Wealth Management Retirement Planning Estate Strategy CoordinationI help individuals and families create clear, personalized, and holistic financial plans that support every stage of life. My approach integrates investment management, retirement planning, risk management, and long‑term wealth preservation—because your financial life works best when everything works together.I regularly partner with CPAs, estate planning attorneys, and other trusted professionals to deliver coordinated, comprehensive advice. My goal is to simplify complex decisions, educate clients, and remain a long‑term financial partner through every life change.Born and raised in the Dayton/Maple Grove area, I’m committed to serving this community and helping families build confident financial futures.If you want a partner who takes a truly holistic, team-based approach to financial planning, let’s connect. Give me a call 76••••••97 or email me at T••••••••@EdwardJones.com to schedule a instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Jun 2024 — Present
Work with individuals and families to help solve for the following: • Retirement planning based on goals• Fiduciary financial planning• Income strategies / Social Security strategies• Education funding strategies• Legacy protection strategies / Long-Term Care strategies• Exit planning• Employer retirement planning (401k / SEP / SIMPLE)• Cash management strategies• Employee education• Liaison between your team of professionals (CPA / Estate attorney / etc.)
Education
Hamline University
Master of Business Administration - MBA
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.)
Hamline University
Bachelor of Arts - BA
Växjö University
International Business
Skills
- Loan Origination
- Residential Mortgages
- Conflict Management
- Conflict Resolution
- Negotiation
- Customer Service
- Analysis
- Process Improvement
- Research
- Team Building
- Project Management
- Loans
- Management
- Banking
- Financial Analysis
- Microsoft Office
- Mortgage Lending
- Credit
- Risk Management
- Finance
- Mortgage Underwriting
- Leadership
- Team Leadership
- Credit Analysis
- Strategic Planning
- Retail Banking
- Credit Risk
- Microsoft Outlook
- Training
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