Monte Peterson, AIF

Monte Peterson, AIF

Monte grew up and currently resides in Elkhorn, Nebraska. Monte attended Elkhorn High School, then graduated from the University of Nebraska-Lincoln in 1997 with a Bachelor's in Business Administration. Starting with the firm in 1997, Monte has been in the financial planning business his entire career. Monte served as Chief Financial Officer and Chief Compliance Officer before becoming a financial advisor for the firm. Monte specializes in investment planning and insurance planning for high net worth individuals and family owned businesses.

His practice is based on referrals from friends and families of his existing clients. Monte also believes strongly in basing his services on the individual needs of each of his clients. His high client satisfaction helps grow his business every year.

"My primary responsibility is to make sure my clients are realistic in their goals; which are established before our relationship starts." - Monte

Monte's main joy in life is spending time with his family. One of his favorite activities is the annual summer vacation to the lake of the Ozarks and Okoboji.

Monte became an owner and partner of Tagge Rutherford Financial Group in 2004. Monte is also annually recognized for being in the Top 100 advisors at Cetera Advisors LLC.

Monte holds the following designation & registrations:

  • Accredited Investment Fiduciary
  • Series 7, General Securities Representative
  • Series 24, General Securities Principal
  • Series 65, Uniform Investment Adviser
  • Series 4, Registered Options Principal
  • Licensed Life & Health in the state of Nebraska

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Bank Iowa and TR Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TR Financial Group, and may also be employees of Bank Iowa.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank Iowa or TR Financial Group.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed
Not Bank Deposits or Obligations May Lose Value