Call Today: 612-247-1621
Our Mission: To Make it Easy for Clients to Open Investment Accounts and Start Saving for their Financial Futures. We give Clients the Freedom to Choose their Tailored Account Support Needs, at Low Costs in order to Support their Financial Goals and Dreams.
Experienced, Professional, Confidential
Christine Peterson, CEO & Financial Advisor of LIVE, Wealth Planners:
- Started in the financial industry over 26 years ago
- Graduated with her undergraduate degree early with a major in Finance and minor in Economics
- Joined a Fortune 500 financial firm where she continued working full time and continued working toward her MBA
- Series 24, Series 7, Series 63, Series 65 Registered, insurance and health licenses and property casualty licenses
- She created & managed investment divisions including financial service teams, new account teams, suitability teams, financial sales teams, technology and trade desks
- Responsibilities from prior institutional oversight included managing over $1.3 Billion for independent financial sales channel and over $1.2 Billion for retail financial sales
- Christine is from MN and lives with her husband and their five children ranging from ages 13-22. She was blessed with her new blended family when Dave and her were married in 2017.
Christine is passionate about helping people purse their financial dreams. LIVE Wealth Planners delivers freedom to clients to choose what kind of Support Experiences they want when opening an invent account.
For those who may need some support once in a while, Self-Directed maybe perfect for you, if you are just looking for a customized Financial Plan, we can deliver this as well, or for those who
to Full Customized Financial Planing.
Our Supported Accounts can help support life changes, life events and help to Protect, Save and Grow Wealth.
Open an Account today - your financial future is worth it!