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

Peter Holoien

CWS®
Wealth Management Advisor
U.S. Bancorp Investments

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 Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.