Home>Peter F Tedstrom

Managing Your Wealth to fit your plan.

Peter F. Tedstrom, CFP®

PeterTedstrom-minPeter F. Tedstrom is a Partner of this financial planning-based wealth management firm that offers independent investment management advice and financial services in a family office environment. Since 1988, the firm has provided individuals and families, business owners, executives and entrepreneurs throughout the United States with customized Wealth Plans tailored to help pursue their unique and specific goals. Mr. Tedstrom is a 33-year veteran of the field.

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Awards & Recognition*

Media

Credentials

Affiliations & Organizations

* DBJ Top 20 Investment Manager and Financial Planners award based on assets under management. Denver Magazine award issued by NABCAP and based on an evaluation of twenty different practice categories such as experience, credentials, assets under management, fee structure and philosophy among other factors. 5280 & Colorado Biz 2012 & 2015 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. DBJ – Top 20 Colorado Wealth Advisor award based on credentials, experience, revenue, total assets community involvement and compliance record among other factors. Worth magazine award based on nomination, credentials, client retention rate, service and communications approach among other factors. Barron’s award based on assets managed, revenue and quality of practice. DBJ 40 under 40 award based on notable accomplishment in the community. Best of Colorado Wealth Managers & Financial Planners as reported by the Biz Magazine Readers Choice 2015 polling results.

Financial Planning offered through Brown & Tedstrom Estate Planning, Inc., a Registered Investment Advisor.

Your Life. Your Plan.

You have the ability to use your wealth to express your life’s purpose. With a comprehensive financial plan, Peter Tedstrom will help you look at your wealth with a new perspective, plan for the road ahead and get answers to questions like:

 

• How can I integrate my finances with my life?

 

• How can I integrate my finances with my values?

 

• How can I integrate my finances with who I am?

 

 

 

 

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Does your portfolio fit you?

 

We are using an innovative way to assess how much risk you can take that is built on decades of academic research. Click the button below to answer a few brief questions, which should take about 5 minutes. This is one tool that we use to ensure you’re invested appropriately and set up to pursue your long-term goals.

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We appreciate your interest in Brown & Tedstrom, Inc. To contact the Brown & Tedstrom team, please complete the form below, call, or email us and we will be happy to assist you.

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Awards & Recognition

Denver Business Journal

Top 25 Investment Managers
and Financial Planners
(2011, 2014, 2015)

Community Health Charities

Nominated by Community Health
Charities for the 2014
Community Health Hero of the Year Award

Denver Magazine

Premier Colorado Advisor,
Recognized for Financial Planning excellence (2010)

5280 & Colorado Biz Magazines

Five Star Wealth Manager
(2012, 2015)

Best of Colorado Biz Magazine

Wealth Managers & Financial
Planners (2015)

Denver Business Journal

Top 20 Colorado Wealth Advisor (2008)
Forty Under 40 (1998)

Worth Magazine

Top 250 Wealth Advisor
(2001, 2002, 2008)

Barron’s Magazine

Top 100 Independent Financial
Advisor (2007)

* DBJ Top 25 Investment Manager and Financial Planners award based on assets under management. Denver Magazine award issued by NABCAP and based on an evaluation of twenty different practice categories such as experience, credentials, assets under management, fee structure and philosophy among other factors. 5280 & Colorado Biz Magazines - 2012, 2013 & 2015 Five Star wealth manager award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. DBJ – Top 20 Colorado Wealth Advisor award based on credentials, experience, revenue, total assets community involvement and compliance record among other factors. Worth magazine award based on nomination, credentials, client retention rate, service and communications approach among other factors. Barron’s award based on assets managed, revenue and quality of practice. DBJ 40 under 40 award based on notable accomplishment in the community. Best of Colorado Wealth Managers & Financial Planners as reported by the Biz Magazine Readers Choice 2015 polling results.

Media

Co-author, Getting to the Heart of the Matter: A Revolution in Estate Planning for Wealthy Families

Columnist, Denver Business Journal

Frequent Commentator, Resource and Speaker for: CBS 4, Fox News, 9News, Business for Breakfast Radio, The Wall Street Journal, Denver Business Journal, The Denver Post, Colorado Bar Association, Regis University

Credentials, Affiliations & Organizations

Affiliations & Organizations
Bonfils Blood Center Foundation — Board Member, Chairman
Denver Rotary Club 31 — Member, Board of Trustees
Denver Rotary Club 31 — Member, Finance Committee Chair
Denver Rotary Club 31 — Member, Grants Committee Chair
Financial Planning Association (FPA) — Member
Junior Achievement – Teacher/Mentor Program
Denver Advisory Board — Member
Ernst & Young Entrepreneur of the Year — Nominee (1999)
Family Resource Center Association — Board Member (2005–2009)

Credentials
CERTIFIED FINANCIAL PLANNER™ designation, 1987
Firm is a Registered Investment Advisor
Series 7 registration, held with LPL Financial
Series 63 registration, held with LPL Financial
Series 24 registration, held with LPL Financial

Insights from Peter

Wealth empowerment begins with knowing what you can do and staying informed with the latest insights and news on the market. Learn and understand the various strategies and insights from Peter Tedstrom’s blogs, to afford financial independence -- not only for yourself -- but for passing on the full value of your wealth to your family.