Peter F. Tedstrom, CFP^®

Peter F. Tedstrom is one of the founding partners of Brown & Tedstrom, Inc., a financial planning-based wealth management firm that has been successfully offering independent investment management advice and financial services to business owners, executives and entrepreneurs nationally.  A 27-year veteran of the field, Mr. Tedstrom and Mr. Brown formed their boutique practice in 1988 for clients who are financially independent as they plan for themselves and their families.

Peter's client relationship approach has been honed through experience to elicit a deep conversation with you.  It is his belief, and therefore central to the culture of the firm, that to effectively strategize and plan for a successful financial outcome, there must be a comprehensive understanding of all tangible and intangible assets.  The Clarification Experience^™ allows for an examination of all aspects of your financial situation and it serves as the foundation of your relationship with us.  Only when Peter and his team have empowered you with a comprehensive wealth plan to help guide you in making decisions during changing economic environments, is our relationship firmly established.   The Wealth Empowerment Process™ employed by Peter integrates the clarification of goals, planning strategies and discipline so that you are able to feel confident about your finances and your future. 

Mr. Tedstrom has been a frequent contributor to national and local media, a speaker for organizations including the Colorado Bar Association and the Jewish Community Foundation and is recognized nationally by peers, and the industry as a whole, as a Top Wealth Advisor*.  Publications that have ranked him as a top advisor include BARRON’S and WORTH magazines and the Denver Business Journal.  In 2010, the firm received a special acknowledgement from DENVER magazine for “Excellence in Financial Planning.”  He is an active participant in local, community and state wide organizations.  His current civic commitments include the boards of Bonfils Blood Center Foundation and Sewell Child Development Center.

Credentials:

• BA, University of Colorado, Boulder
• Brown & Tedstrom, Inc. is a Registered Investment Advisory Firm
• CERTIFIED FINANCIAL PLANNER^™ designation, 1987
• Series 7, 63, 24 registrations, held with LPL Financial

Awards & Recognition*:

• DENVER magazine – Premier Colorado Advisor, Recognized for Financial Planning excellence (2010)
• 5280 and ColoradoBiz magazines — Five Star Award for “Best in Wealth Manager Client Satisfaction” (2009, 2011)
• Denver Business Journal — Top 20 Colorado Wealth Advisor (2007-2011)
• Worth magazine — Top Wealth Advisor (2002, 2004, 2007, 2008)
• Barron’s magazine — Top Independent Financial Advisor (2007-2011)
• Who's Who in Denver Business (2000)
• Who's Who in Financial Planning (2000)
• Denver Business Journal — Forty Under 40 (1998)

*Barron’s magazine awards are based on assets managed, revenue and quality of practice.  Worth magazine awards are based on expertise, integrity and dedication to the field of wealth management.  Registered Rep. magazine awards based on revenues.  Denver Business Journal awards based on credentials, compensation structure, client retention rate and quality of advice.  The 5 Star Wealth Manager is an award based on client satisfaction.  Respondents evaluate criteria such as customer service, expertise, value for fee charged and overall satisfaction.  The overall evaluation score is based on an average of all respondents and may not be representative of any one client's evaluation.  Denver magazine award based on 20 categories of practice management such as experience, credentials, philosophy and fee structure among others.

Media: 

• Columnist, Denver Business Journal

Frequent commentator and contributing professional for:

• CBS 4
• 9News
• FOX News
• Business for Breakfast Radio
• Wall Street Journal
• Denver Business Journal
• Denver Post
• Colorado Bar Association
• Regis University