George Petersen

Background

About George Petersen

George began his career in the investment business in 1983 and has been with Stifel since 2006. After working with a wide variety of clients over the years as a financial advisor, George realized he enjoyed helping small business owners administer and manage their retirement plans (401(k) 403 (b), Deferred Compensation, etc) and families and individuals manage their investment accounts and retirement plans. George has several licenses in the industry including series 7, 63, and 65. George resides in Rochester, Minnesota with his wife Felicia. Outside of his office at Stifel, George enjoys horses, his dogs,and a good game of golf. George also has two sons, and has enjoyed seeing them grow up to become adults. You can reach George at (507) 280-3466 Specialties: Investment Planning, Wealth Management Strategies, 401(k) Rollovers, Estate Planning Strategies, Asset Allocation, Education Savings Plans, Fixed Annuities, Variable Annuities, Insurance Reviews, SEP IRA, Traditional IRA, Roth IRA, Bonds, Stocks, Mutual Funds, Trust Reviews, Unit Investment Trusts, Retirement Income Strategies, Long Term Care Insurance, ETFs, Life Insurance, Fixed Income, Options Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: