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Peter Jon Rekstad

Captrust

St. Paul, MN

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-12-20
TX RA APPROVED 2024-12-20
  • MN RA
    APPROVED
    Since 2024-12-20
  • TX RA
    APPROVED
    Since 2024-12-20

Branch Locations

3050 Wells Fargo Place 30 East 7Th Street, St. Paul, MN 55101 • 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
OrganizationCityStateFromTo
Bgm Trunorth Wealth Partners, Llc Bloomington MN 12/2013 10/2016
Trunorth Wealth Partners St. Paul MN 08/2016 12/2024
Navigator Wealth Consultants, Llc Scottsdale AZ 09/2016 11/2016
Capfinancial Partners Llc (Captrust) Raleigh NC 12/2024 Present
  • 12/2013 → 10/2016
    Bgm Trunorth Wealth Partners, Llc
    Bloomington, MN
  • 08/2016 → 12/2024
    Trunorth Wealth Partners
    St. Paul, MN
  • 09/2016 → 11/2016
    Navigator Wealth Consultants, Llc
    Scottsdale, AZ
  • 12/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2016-08-26 → 2025-03-28
    Grandview Delight, Llc
    St. Paul, MN
  • 2016-09-29 → 2016-11-03
    Navigator Wealth Consultants, Llc
    Scottsdale, AZ
  • 2013-12-02 → 2016-10-03
    Bgm Wealth Management
    Bloomington, MN
  • 2007-11-28 → 2013-12-02
    Trunorth
    Bloomington, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-21
S63 Uniform Securities Agent State Law Examination 1990-01-15
  • S65 Uniform Investment Adviser Law Examination
    1999-09-21
  • S63 Uniform Securities Agent State Law Examination
    1990-01-15
Designations

View on SEC IAPD

Other Firms

CLEARWATER MANAGEMENT CO., INC.
FIDUCIARY COUNSELLING INC
MAIRS & POWER
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HILLTOP SECURITIES INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTIAN AUDREY NIELSEN
THOMAS W. WALSH
Patrick Daniel Carotenuto
Devon Mikala Sandhu
ANDREW EDWARD LANG
LIDDY MARIE ACHTER
ADAM J TLUSTY
MICHAEL PATRICK CLANCEY

Other Offices

CLEARWATER MANAGEMENT CO., INC. · ST PAUL, MN
FIDUCIARY COUNSELLING INC · ST PAUL, MN
MAIRS & POWER · ST. PAUL, MN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAINT PAUL, MN
HILLTOP SECURITIES INC. · St. Paul, MN
WELLS FARGO CLEARING SERVICES, LLC · SAINT PAUL, MN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SAINT PAUL, MN
CAPTRUST · Saint Paul, MN

More in St. Paul, MN

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