Peter Jon Rekstad

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  1999-09-21
• S63 Uniform Securities Agent State Law Examination
  1990-01-15

Designations

• Certified Financial Planner
• Chartered Financial Consultant