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

wealth management advisor in White Bear Lake Peter Medin

CFP®
Wealth Management Advisor
U.S. Bancorp Investments

651.426.8236

Primary office
4700 Clark Avenue
White Bear Lake, MN 55110

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For general account support, call 888-330-6918

About me

It is my pleasure to serve the financial needs of people in the Twin Cities area. My experience in the financial industry started in 2007. I hold a Bachelor of Arts degree from the University of Minnesota. California Insurance License #0H72202.

I want to make managing your finances as easy as possible for you. As your financial 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 actively involved with my church. In my free time, I enjoy golfing, traveling and spending time with my family.

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 wealth professional, 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 wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.