Protect, Save, Grow Wealth
Home
  • Contact Us
Coffee with Christine
Million Dollar Club
Partnerships
Who we Support
Join Our Team
Podcast: Money Mixer w/CP
Protect, Save, Grow Wealth
Home
  • Contact Us
Coffee with Christine
Million Dollar Club
Partnerships
Who we Support
Join Our Team
Podcast: Money Mixer w/CP
  • Home
  • Contact Us
    • Contact Us
  • Coffee with Christine
  • Million Dollar Club
  • Partnerships
  • Who we Support
  • Join Our Team
  • Podcast: Money Mixer w/CP
  • Home
  • Coffee with Christine
  • Million Dollar Club
  • Partnerships
  • Who we Support
  • Join Our Team
  • Podcast: Money Mixer w/CP
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Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence

 Customized Financial Plans to Support your Unique Life

 Today's a Great Day to Start

Contact us today for a Complimentary Consultation

5100 Thimsen Ave Ste 228 Minnetonka, MN 55345 Phone: (612) 247-1621 Fax: 612-861-2123

Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence

 Customized Financial Plans to Support your Unique Life

 Today's a Great Day to Start

Contact us today for a Complimentary Consultation

5100 Thimsen Ave Ste 228 Minnetonka, MN 55345 Phone: (612) 247-1621 Fax: 612-861-2123

Why us?

You deserve to work with experienced, dedicated, ethical  and caring Financial Advisors.  This is who we are and we  want to work with you! 

You Are Priority

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No Financial Plan?

Maybe you have never had a financial plan before?

  • That's OK

Maybe you want a second opinion on your existing plan?

  • That works too 

We're here for you, we do not judge and we will provide a free Confidential Consultation for you.

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A Proven Approach:

Step 1: Discovery

We listen & learn about your Goals, and your Aspirations become the focal point of our planning together


Step 2: Analyze

We take an In-Depth Review of your current financial situation


Step 3: Solutions

We deliver a personalized action plan, designed to bring clarity to Your Financial Future


Step 4: Implementation

Communication and Technology supported


Step 5: On-going Touch-points

Life will happen and we are here to support you through your life journey

Experienced, Professional, Confidential

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Christine Peterson, CEO & Financial Advisor of LIVE, Wealth Planners:

  • Started in the  financial industry over 23 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 11-20.  She was blessed with her new blended family when Dave and her were married in 2017.  


Christine is passionate about helping people create customized financial plans to support their personalized goals.  She has seen how financial plans can help reduce stress in lives, support life changes when planned and unplanned life events occur and help to Protect, Save and Grow Wealth.  


Today's a great day to Start

Contact us today

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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

LIVE Wealth Planners

5100 Thimsen Avenue Ste 228, Minnetonka, Minnesota 55345, United States

Phone: 612-247-1621 Fax: 612-861-2123

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment


Financial Plans, Electronic Vault & Account Aggregation

 

 

 

Check the background of this investment professional on FINRA’s BrokerCheck

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera Investment Services and Cetera Investment Advisers are under separate ownership from any other named entity.

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