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Broker Check

PETER F. TEDSTROM, CFP®, Founder & Chief Advisor

Peter Tedstrom advises successful clients and their families on all aspects of their financial lives. He draws on 34 years of experience to provide valuable insight and inspire financial confidence, comfort and clarity, especially during times of transition. Using their trademarked tools, Peter and his team customize the wealth planning process for each client to help them work towards their unique goals.

Peter has been consistently recognized as one of the country’s top financial advisors. As a Certified Financial Planner™, he has provided objective investment management advice and financial services in a family office environment since 1984. An expert in wealth management, Peter Tedstrom has been featured in various media including the Denver Business Journal and Channel 9 News on a wide array of financial matters. Additionally, he has co-authored a book, “Getting to the Heart of the Matter: A Revolution in Estate Planning for Wealthy Families.”

Peter has demonstrated his commitment to the Denver Metro community by serving on boards for multiple charitable organizations including the Denver Rotary Club, Bonfils Blood Center Foundation and the Sewall Child Development Center. In his free time, he enjoys spending time with his teenage children, skiing, traveling and playing golf.

Awards & Recognition*

  • Denver Business Journal – Top 25 Investment Managers and Financial Planners (2011, 2014, 2015)
  • Bonfils Blood Center Foundation: Past board member (2000-2016)
  • Denver Rotary Club: Past board member (2011-2017), past finance chair (2013-2016), past grants committee chair (2012)
  • Nominated by Community Health Charities for the 2014 Community Health Hero of the Year Award
  • DENVER magazine – Premier Colorado Advisor, Recognized for Financial Planning excellence (2010)
  • 5280 magazine and ColoradoBiz magazine — Five Star Wealth Manager (2012, 2015)
  • Best of Colorado Biz Magazine – Wealth Managers & Financial Planners (2015)
  • Denver Business Journal — Top 20 Colorado Wealth Advisor (2008)
  • Worth Magazine — Top 250 Wealth Advisor (2001, 2002, 2008)
  • Barron’s Magazine — Top 100 Independent Financial Advisor (2007)
  • Denver Business Journal — Forty Under 40 (1998)

Media

  • Co-author, Getting to the Heart of the Matter: A Revolution in Estate Planning for Wealthy Families
  • Columnist, Denver Business Journal
  • Frequent Commentator, Resource and Speaker for:
    • CBS 4
    • Fox News
    • 9News
    • Business for Breakfast Radio
    • The Wall Street Journal
    • Denver Business Journal
    • The Denver Post
    • Colorado Bar Association
    • Regis University

Credentials

  • CERTIFIED FINANCIAL PLANNER designation, 1987
  • Firm is a Registered Investment Advisor
  • Series 7 registration, held with LPL Financial
  • Series 63 registration, held with LPL Financial
  • Series 24 registration, held with LPL Financial

Affiliations & Organizations

  • Rachel’s Challenge – Board Member
  • Bonfils Blood Center Foundation — Board Member, Chairman
  • Denver Rotary Club 31 — Member, Board of Trustees
  • Denver Rotary Club 31 — Member, Finance Committee Chair
  • Denver Rotary Club 31 — Member, Grants Committee Chair
  • Financial Planning Association (FPA) — Member
  • Junior Achievement – Teacher/Mentor Program
  • Denver Advisory Board — Member
  • Ernst & Young Entrepreneur of the Year — Nominee (1999)
  • Family Resource Center Association — Board Member (2005–2009)

* DBJ Top 20 Investment Manager and Financial Planners award based on assets under management. Denver Magazine award issued by NABCAP and based on an evaluation of twenty different practice categories such as experience, credentials, assets under management, fee structure and philosophy among other factors. 5280 & Colorado Biz 2012 & 2015 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. DBJ – Top 20 Colorado Wealth Advisor award based on credentials, experience, revenue, total assets community involvement and compliance record among other factors. Worth magazine award based on nomination, credentials, client retention rate, service and communications approach among other factors. Barron’s award based on assets managed, revenue and quality of practice. DBJ 40 under 40 award based on notable accomplishment in the community. Best of Colorado Wealth Managers & Financial Planners as reported by the Biz Magazine Readers Choice 2015 polling results.

Financial Planning offered through Tedstrom Wealth Advisors, a Registered Investment Advisor.