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Our financial advice team


Peter Vogel, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Peter Vogel

CFP®, CRPS, APMA

Financial Advisor

True Impact Wealth Advisors
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Family Finances
  • Saving for Education
  • Business Retirement Plans
  • Insurance
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPS™ Chartered Retirement Plans Specialist™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Life, Accident and Health

Education

  • B.A., Business Administration, Financial Management - University of St. Thomas

Awards & recognition

  • Five Star Wealth Manager, 2022
  • True Impact Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023

Interests

  • My wife Ashley and I love spending family time with our children, Norah and George
  • We enjoy spending time with our friends and extended family
  • We travel every summer to Michigan in order to spend time with Ashley's family
  • I'm an avid golfer and enjoy participating in other seasonal sports