Peter Holoien | Financial Advisor | Minneapolis, MN | U.S. Bancorp Wealth Management

Peter Holoien

Wealth Management Advisor
U.S. Bancorp Investments
CWS®

612.374.8193

Primary Office
2420 Hennepin Ave
Minneapolis, MN 55405

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About Me

It is my pleasure to serve the financial needs of people in the Uptown area of the Twin Cities. I started in the financial industry in 2003 and became a Wealth Management Advisor in 2012. I hold a Bachelor of Science degree in business finance from Minnesota State University in Mankato, Minnesota. California Insurance License #0I41673.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

My time outside of work is spent being a proud supporter of the Champlin Park Youth Hockey. In my free time, I enjoy spending time with my family, golf, hockey and anything active.

Area of Focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.