Peter Rekstad, CFP®, CLU®, ChFC®

Principal | Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Peter Rekstad is a wealth management financial advisor based in St. Paul, Minnesota.

Peter advises executives, high-paced professionals, and retirees. He specializes in complex executive compensation, income and estate tax planning, estate design, and is an experienced end-of-life and estate transition advisor.

In 2005, Peter founded TruNorth, which became CAPTRUST in late 2024.

At the start of his career, he was an IBM systems engineer, after earning a Bachelor of Arts degree in business at Bethel University.

When not working, Peter enjoys trail riding on horseback, flying airplanes (he’s an instrument multi-engine-rated private pilot), pickleball, travel with his wife, and playing with his grandchildren. He’s also active in his church and has a Brazilian jiu-jitsu purple belt.

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant®

Memberships

  • Member, Financial Planning Association
  • Past board member, Bethel University Foundation Board of Governors

St. Paul, MN

30 East 7th Street #3050
St. Paul, MN 55101

651.735.5878

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