Peter Medin | Financial Advisor | White Bear Lake, MN | U.S. Bancorp Wealth Management

Peter Medin

Wealth Management Advisor
U.S. Bancorp Investments
CFP professional®

651.426.8236

Primary Office
4700 Clark Avenue
White Bear Lake, MN 55110

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About Me

It is my pleasure to serve the financial needs of people in the Twin Cities area. I started in the financial industry in 2007 and that same year became a Wealth Management Advisor. I hold a Bachelor of Arts degree from the University of Minnesota in Minneapolis, Minnesota. California Insurance License #0H72202.

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 or Retail 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.

Outside of work, I am involved with my church, and I enjoy spending time with my family, golfing and traveling.

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.