Unclaimed Profile

Peter Jon Rekstad

TRUNORTH WEALTH PARTNERS, LLC·ST. PAUL, Minnesota

Series 7, Series 8, Series 63, Series 65Clean record18 years registeredTRUNORTH WEALTH PARTNERS, LLC

3050 WELLS FARGO PLACE, ST. PAUL, MN 55101CRD# 2016409Firm CRD# 284807

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Jon Rekstad · ST. PAUL, MN

Registration

CRD #2016409 · TRUNORTH WEALTH PARTNERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Dec 2024 – present

NAVIGATOR WEALTH CONSULTANTS, LLC

Sep 2016 – Nov 2016

SCOTTSDALE, AZ

GRANDVIEW DELIGHT, LLC

Aug 2016 – Mar 2025

ST. PAUL, MN

BGM TRUNORTH WEALTH PARTNERS, LLC

Dec 2013 – Oct 2016

ST. PAUL, MN

TRUNORTH

Nov 2007 – Dec 2013

BLOOMINGTON, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · November 28, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUNORTH WEALTH PARTNERS, LLC

CRD 284807 · SEC 801-108277

AUM

$517M

Regulatory assets under management

Employees

1,201 client accounts

Services offered by TRUNORTH WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRUNORTH WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Peter Jon Rekstad offer?

Peter Jon Rekstad specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. PAUL, Minnesota for a consultation.

What are Peter Jon Rekstad's credentials?

Peter Jon Rekstad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Jon Rekstad located?

Peter Jon Rekstad is based in ST. PAUL, Minnesota, working with TRUNORTH WEALTH PARTNERS, LLC. Their office serves clients in the ST. PAUL metropolitan area and surrounding communities.

How does Peter Jon Rekstad charge for services?

Peter Jon Rekstad's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUNORTH WEALTH PARTNERS, LLC?

TRUNORTH WEALTH PARTNERS, LLC has approximately 8 employees and manages $517M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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