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Dan Petersen

Financial Advisor

Chief Operating Officer of

Pinnacle Private Wealth Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

You work hard for what you earn — and want to do all you can to make sure you save and invest wisely. As your financial advisor, I will help you prioritize what's important today, while planning for a more confident financial future. I'm proud to help you plan for and achieve your financial goals — both now and in the future. Want to learn more? I'm happy to meet for a complimentary initial consultation.

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Now Playing

How could the U.S.-Iran conflict impact investors?

How could the U.S.-Iran conflict impact investors?

Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy. (3:55)

March 13, 2026

Is the housing market poised for a comeback in 2026? March 16, 2026

U.S.-Iran conflict: A guide for investors March 12, 2026

View more markets and economic insights

I am incredibly proud to be part of Ameriprise Financial, a firm that was named one of TIME’s America’s Most Iconic Companies of 2026.¹

This recognition reflects our enduring legacy and longstanding commitment to continually innovate to better serve our clients and help them achieve their most important financial goals.

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.

Tax Control Triangle

Tax Control Triangle

Did you know there are tax-efficient investing strategies available that may be right for your needs?

(2:22)

Why an independent Federal Reserve matters

Why an independent Federal Reserve matters

Ameriprise Financial Fixed Income Strategist Brian Erickson breaks down the concept of Federal Reserve independence and why it’s essential to the stability of the broader economy and global markets.

(3:34)

2026 market and economic outlook

2026 market and economic outlook

Ameriprise Financial experts explore key economic drivers, stock market trends and fixed income strategies to help you navigate the year ahead. (8:44)

Traditional vs Roth IRAs

Traditional vs Roth IRAs

Learn about the key differences between the two most common types of individual retirement accounts (IRAs): Traditional IRAs and Roth IRAs. (2:32)

What are your college savings options?

What are your college savings options?

Learn about the key differences between the two most common types of individual retirement accounts (IRAs): Traditional IRAs and Roth IRAs. (2:49)

Investing in AI stocks: 3 trends to watch in 2026

Investing in AI stocks: 3 trends to watch in 2026

AI and Big Tech stocks have fueled major U.S. stock market growth in 2025, but investor skepticism is rising. Chief Market Strategist Anthony Saglimbene breaks down three AI investing themes to watch in 2026. (3:36)

Insurance: How to protect income

Insurance: How to protect income

Discover how you can protect your greatest asset if you become sick or injured and can't work. (2:15)

Plan for passions

Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:05)

Balancing growth and protection

Balancing growth and protection

How do you find the right balance when you're saving for the future? Learn how the RiverSource Structured Solutions 2℠ annuity works to combine growth potential with a level of protection. RiverSource Structured Solutions 2 prospectus. (Not available in NY.)

(7:25)

The confidence to stay invested

The confidence to stay invested

How will the ups and downs of the market affect your retirement portfolio? Watch this video to see how the RiverSource Structured Solutions 2SM annuity help give you the confidence to stay invested. Not available in NY. (Currently not approved for use in OR) (1:35)

Two Minutes on Asset Allocation

Two Minutes on Asset Allocation

Asset allocation is a fundamental component of goal-based advice. (2:13)

Two Minutes on the Ameriprise Investment Research Group (IRG)

Two Minutes on the Ameriprise Investment Research Group (IRG)

When you work with Ameriprise, you and your advisor are backed by the Ameriprise Investment Research Group – a team of professionals that carefully watches market conditions, evaluates the impact to investments and provides guidance as developments occur.

(2:00)

Disinherit the IRS

Disinherit the IRS

The IRS could be an unintended heir of your assets. See how a strategy using life insurance can help you disinherit the IRS. (2:33)

Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:40)

Our commitment to you

Our commitment to you

In the Our commitment to you video, we highlight how RiverSource helps clients live confidently every day and well into the future. (1:31)

Insurance: What are living benefits

Insurance: What are living benefits

There’s more to life insurance than just a death benefit. Learn about living benefits. (2:31)

Insurance: Planning for long-term care

Insurance: Planning for long-term care

See why planning for long-term care needs is important to your financial future. (3:11)

RiverSource: Be confident in our strength

RiverSource: Be confident in our strength

Learn how we can help you live confidently, every day. Hear a message from our president.

(3:05)

Insurance: What needs protecting

Insurance: What needs protecting

Explore the types of insurance to help protect loved ones, your income and your assets. (2:46)

Four Generations. One Solution.

Four Generations. One Solution.

Leaving a legacy for her family was at the top of Bonnie’s financial goals. This moving video shares her family’s reflections about that legacy—and the important role RiverSource annuities played. (7:21)

Dan Petersen may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.