Dan Peters in Reno, NV

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Wealth Preservation Strategies
Tax Planning Strategies
Estate Planning Strategies

University of Utah, BS in Finance

Ameriprise Circle of Success, 2019, 2020,2021,2022,2023,2024
Ameriprise Circle of Success Chairman's Advisory Council, 2021
Ameriprise Ultimate Digital Excellence Award, 2024

Boys & Girls Club of Truckee Meadows
First Tee - Northern Nevada
Financial Planning Association

Stifel, Nicolaus & Company, 2010-2019
Wells Fargo Advisors, 2003-2010
Prudential Securities, 2000-2003
Dain Rauscher Incorporated, 1998-2000

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

I volunteer within the community that has anything to do with children. My most devoted organization is called First Tee. This is a youth development organization that enables kids to build the strength of character that empowers them through a lifetime of new challenges. By seamlessly integrating the game of golf with a life skills curriculum, create active learning experiences that build inner strength, self-confidence, and resilience that kids can carry to everything they do. Building Game Changers through the junior golf programs offered.

Animal Ark
Food Bank of Northern Nevada

I enjoy spending quality time with wife Mini, my children J.D, Alex, Kate, and Annie Jo and our three dogs (Metz, Copper and Cippino). I also enjoy skiing the beautiful resorts in Lake Tahoe and playing golf in my spare time.

6 albums

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