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Our financial advice team


Lee Petersen Ameriprise Financial Advisor

Lee Petersen

CRPC®, CLTC®, APMA®

Private Wealth Advisor

Managing Partner
Petersen, Mann & Associates
19
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.

Areas of focus

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

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.

Awards & recognition

  • Ameriprise Circle of Success, 2018

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®

Education

  • Bachelor of Science in Finance, Southern NH University
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