Meet Peter Freidel, Your Trusted Financial Advisor
Peter Freidel is a seasoned Financial Advisor who prioritizes building long-term relationships with his clients. His objective is to fully understand their goals and provide viable strategies for all aspects of wealth management.
A Comprehensive Approach to Financial Planning
As your dedicated financial advisor, Pete adopts a comprehensive approach to address all your financial needs. He takes the time to get to know you personally, fully comprehend your investment objectives, and assess your risk tolerance. With this information, Pete works closely with you to develop a customized financial plan that aligns with your long-term goals.
Experience and Education
Pete hails from Rapid City, South Dakota, and pursued his higher education at the University of South Dakota in Vermillion. In May 2020, he graduated with a degree in Economics and Political Science, accompanied by a minor in Business Administration. Shortly after, Pete relocated to Glenwood Springs, Colorado, and began his career as a Loan Officer at Bank of Colorado. He currently resides in Glenwood Springs, thrilled to be part of such a vibrant community. Outside of work, Pete indulges in his passions for golfing, hiking, skiing, hunting, and cherishing quality time with loved ones.
Ensuring Trust and Reliability
To ensure transparency and reliability, it is important to note that Pete’s firm can be verified on FINRA’s BrokerCheck. Additionally, securities are offered through Raymond James Financial Services, Inc., a member of FINRA/SIPC. These securities are not insured by bank insurance, the FDIC, or any other government agency. They are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Please be advised that Bank of Colorado and Bank of Colorado Investment Services are independent entities separate from Raymond James Financial Services. For Investment Advisory Services, Raymond James Financial Services Advisors, Inc. is available.
Catering to the United States Residents
It’s important to note that the financial services provided by Peter Freidel and his team are exclusively for residents of the United States. Investors outside of the United States are subject to securities and tax regulations within their respective jurisdictions, which are not covered on this site. For detailed information and availability, please contact your local Raymond James office. Raymond James also maintains a Privacy Policy to safeguard your personal information.
Forbes Recognition and Professional Memberships
Peter Freidel and his expertise have gained recognition, including being listed in the Forbes ranking of Best-In-State Wealth Advisors. This prestigious ranking, developed by SHOOK Research, utilizes a comprehensive algorithm incorporating qualitative criteria gathered through in-depth interviews and quantitative data. Advisors considered for this ranking have a minimum of seven years of experience, and factors such as revenue trends, assets under management, compliance records, industry experience, and best practices are evaluated. It’s important to note that portfolio performance is not a criteria due to the diverse nature of client objectives and the absence of audited data. Out of over 32,000 nominations, approximately 4,000 advisors received this esteemed recognition. The Forbes ranking is not indicative of future performance and is not an endorsement, but it provides an insight into Peter Freidel’s commitment to excellence. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee for this award/rating. For more information, please visit Forbes Best-In-State Wealth Advisors.
In addition, Peter Freidel holds a membership based on his prior fiscal year production, requiring annual re-qualification. He is also honored by the University of Northern Colorado Alumni Association, a testament to his outstanding accomplishments and service to the university.
Conclusion
When you partner with Peter Freidel as your financial advisor, you can trust in his expertise, reliability, and dedication to helping you achieve your long-term financial objectives. With his comprehensive approach and tailored strategies, you can confidently navigate the wealth management landscape. Reach out to Peter today and take the first step towards securing your financial future.
