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

Protect, Save, Grow Wealth
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Protect, Save, Grow Wealth

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

  • Home
  • Contact Us
  • Coffee with Christine
  • Million Dollar Club
  • Partnerships
  • Who we Support
  • Join Our Team
  • Podcast: Money Mix

Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence

Helping people navigate Life's Moments!

Let's Talk

Why us?

I lead with Planning and I am a Fiduciary  


Services & Solutions Available: 

Risk Tolerance Wealth Managed Investment Strategies, IRAs, Individual Accounts, Trust Accounts, Tax Sensitive Managed Accounts, 529 Plans, Mutual Funds, Stocks, Bonds, Long Term Care, Annuities, CDs, Notes and Life Insurance

You Are Priority

Holistic Wealth Management

The Wealth Strategies we design for you are implemented & closely monitored to help you maintain your desired lifestyle & achieve your financial goals.

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

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 12-21.  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

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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

     

     

     

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    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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