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Our financial advice team


Lee Petersen, Private Wealth Advisor serving the Concord, NH area - Ameriprise Advisors

Lee Petersen

Private Wealth Advisor

Managing Partner of
LPM Advisory Group

An Ameriprise Private Wealth Advisor

24
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 Income Strategies
  • Insurance
  • Retirement Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

  • Bachelor of Science in Finance, Southern NH University

Awards & recognition

  • Five Star Wealth Manager, 2025-2024
  • Ameriprise Circle of Success, 2013, 2024
  • LPM Advisory Group, Forbes Best-in-State Wealth Management Teams, 2025 - 2023
  • LPM Advisory Group, Ameriprise Client Experience Award, 2024 - 2021
  • Ameriprise Ultimate Digital Excellence Award, 2024

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.

Interests

When away from practice I enjoy spending time with my wife Christine. We enjoy many different outdoor sports and recreation activities on our beautiful lakes and mountains here in NH. Some of our favorite passions as the seasons change are boating, skiing, hiking and golfing.