Pete is an expert in helping investment committees construct suitable investment lineups for qualified and non-qualified plans. With over two decades of experience in the financial services industry, he has been working exclusively with corporate clients for over a decade. Pete’s daily goal is to make a meaningful impact in the lives of those we serve, emphasizing his role as a steward of the retirement industry. He is committed to assisting participants with diligence and care, ensuring that everyone has the knowledge to retire with dignity.
Pete Peterson offers securities through Lion Street Financial, LLC (LSF), Member FINRA/SIPC. Lion Street Financial, LLC. (LSF) and VisionPoint Advisory Group, LLC, are not affiliated companies. LSF does not provide tax or legal services. Investment advice offered through VisionPoint and Fuse Partners, LLC d/b/a VisionPoint Advisory Group, LLC a registered investment advisor. Advisory services are only offered to clients or prospective clients where VisionPoint Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by VisionPoint Advisory Group, LLC unless a client service agreement is in place. Please do not request trade transactions via email. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete. Advisory services are only offered to clients or prospective clients where VisionPoint Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by VisionPoint Advisory Group, LLC unless a client service agreement is in place. Please do not request trade transactions via email. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.