THE FREEDOM TO SOAR
HELPING CLIENTS PREPARE FOR A BETTER FINANCIAL OUTCOME

SERVING THE GREATER MINNEAPOLIS, MN AREA

PETE THORESEN

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  • pthoresen@westendwm.com

  • 952-395-8132

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About the Financial Advisor

 

I believe my job is to make your finances understandable by first learning what’s important to you (understanding), then formulating and implementing a realistic strategy with a plan (not hope), staying in touch in good or bad times to see if your circumstances have changed (service). I believe getting this done will engage you, and then you'll be more confident!

 

As an Independent Financial Advisor, I believe I can enhance my client’s pursuit of their long-term financial goals with unbiased advice and comprehensive products.

 

I will do this by acting as your personal Chief Financial Officer (CFO), coordinating my knowledge with that of our firm and with your other council or planning professionals, with the goal of finding a workable strategy for you.

 

Finally, I will do my best to help you provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect from myself.

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Education and Designations

 

Institute of Business & Finance, Master of Science, Financial Services

 

University of Minnesota, Bachelor's Degree, Statistics and Computer Science

 

CFS® - Certified Fund Specialist

 

MSFS - Master of Science in Financial Services

 

Series 7 - General Securities Representative

 

Series 66 - Uniform Combined State Law Exam

 

Insurance Producer Life, Accident, and Health

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EXPERIENCE

 

2003 to 2023 | Focus Financial | Minneapolis, MN | Financial Advisor

-Investment Advisor Representative with Redhawk Wealth Advisors, Inc.

-Speaker / Educator providing financial educational workshops to employees.

 

1998 to 2003 | C-Cor / Philips Broadband | Meriden, CT | Vice President Sales

-Managed sales group of about 40 folks | Annual budget accountability + $100m

-Learned the process of identifying long-term goals and solutions for our clients.

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SERVICES & CLIENT EXPERIENCE

 

I focus on working with small business owners and individuals for personal financial planning. My services specialize in the following areas:

 

Personal Planning:

-Retirement and wealth planning: strategies that work for you

-Education funding | How to pay for college

-Investment selection and management: (risk analysis and asset allocation)

-Income tax reduction strategies

-Life, health, disability, and long-term care insurance – navigating these seas

-Estate planning strategies, stock options, restricted stock, and other ancillary matters

-Small Business Planning

 

Exit | Succession Strategies — retain as much as you can.

-Business Benefit Consulting: Retirement Plans (Profit Sharing, 401Ks), Health Plans (HSA’s, FLEX), Disability, Long Term Care.

-Employee Retention: key employee benefits

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PERSONAL

 

Pete enjoys golfing, sailing, skiing, and hiking. Pete and his wife, Jean, have two daughters.

 

OUR SERVICES
Public Sector Investor

In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.

Financial Planning

Wealth Management Picture

We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.

Wealth Management

Public Sector Investor

We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.

Retirement Planning

Legacy Planning Picture

We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.

Legacy Planning

Tax Planning Picture

We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.

Tax Planning

Insurance Picture

We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.

Insurance

RISK NUMBER

Get your Risk Number!

To get a reward, investors must be willing to accept some risk. That is the fundamental trade-off of investing; risk is involved with almost any investment.  Watch a short video to learn how powerful knowing your Risk Number can be. It takes five minutes and will help you manage your risk throughout your life. 

FIDUCIARYSHIELD™
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Our Headquarters Location

We can meet with you during normal business hours or by appointment in the evenings or on weekends.  Just let us know what your scheduling requirements are.

Main Office

REDHAWK WEALTH ADVISORS, INC

8500 Normandale Lake Blvd, Suite 960, Minneapolis, MN 55437

Phone: 952.835.4295

Redhawk

Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor.

  • Contact Us

    Address: 8500 Normandale Lake Blvd, Suite 960

                   Minneapolis, MN 55437

    Email: Support@RedhawkWA.com

    Phone: 952.835.4295

     

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