Peter Donald Thaldorf

Current Employers

Brookwood Investment Group

3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2025-06-15

MN RA
APPROVED

Since 2025-06-15

Branch Locations

Bloomington, MN • United States

3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Financially Fit, Llc	Eagan	MN	01/2011	Present
J.D. Mellberg Financial	Tucson	AZ	07/2014	08/2018
Secure Investment Managment, Llc	Tucson	AZ	03/2016	10/2018
Insurmark	Houston	TX	08/2018	01/2020
Regal Investment Advisors	Kentwood	MI	10/2018	06/2020
Belpointe Asset Management, Llc	Greenwich	CT	06/2020	09/2021
Forever Pets	Minneapolis	MN	04/2016	05/2022
Redwood Private Wealth Llc	Phoenix	AZ	09/2021	Present
Redwood Tax Specialists	Minneapolis	MN	03/2021	Present
Brookwood Investment Group	Phoenix	AZ	05/2025	Present

01/2011 → Present

Financially Fit, Llc

Eagan, MN
07/2014 → 08/2018

J.D. Mellberg Financial

Tucson, AZ
03/2016 → 10/2018

Secure Investment Managment, Llc

Tucson, AZ
08/2018 → 01/2020

Insurmark

Houston, TX
10/2018 → 06/2020

Regal Investment Advisors

Kentwood, MI
06/2020 → 09/2021

Belpointe Asset Management, Llc

Greenwich, CT
04/2016 → 05/2022

Forever Pets

Minneapolis, MN
09/2021 → Present

Redwood Private Wealth Llc

Phoenix, AZ
03/2021 → Present

Redwood Tax Specialists

Minneapolis, MN
05/2025 → Present

Brookwood Investment Group

Phoenix, AZ

Previous Registrations

2021-09-16 → 2025-03-31

Redwood Private Wealth

Bloomington, MN

Phoenix, AZ
2020-06-16 → 2021-09-20

Belpointe Asset Management Llc

Reno, NV

Bloomfield, MN
2018-10-09 → 2020-06-19

Regal Investment Advisors Llc

Bloomington, MN

Kentwood, MI
2016-03-11 → 2018-10-08

Secure Investment Management, Llc

Bloomington, MN

Tucson, AZ

Other Businesses

1) Financially Fit, LLC; Investment Related business; 3660 Woodthrush Court Eagan, MN. 55123; Insurance/Annuity related business; Owner/Licensed Insurance Agent; Start date 01/2011; 10 hours per week and during trading hours. 2) Redwood Tax Specialists; Investment Related; Minneapolis, St Paul MN; Managing Director Since 03/2021; 10 Hours Per Month, No Trading Hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-03-04

S65 Uniform Investment Adviser Law Examination

2016-03-04

View on SEC IAPD