Jon Peterson

Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

I’ve been a financial advisor with Waddell & Reed since 2010. As a financial advisor I offer investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, I can help.

I currently live in Moorhead, MN and have an office in Fargo, ND. I have connections with the West Central part of Minnesota. I grew up in Montevideo, MN and graduated from the University of Minnesota in Morris, MN; majoring in Business and Economics. I completed my Masters degree in Human Resources while I was serving in the United States Air Force from Central Michigan University.