DANIEL PETERSON
Kuttin Wealth Management - A Private Wealth Advisory Practice of Ameriprise Financial, LLC
As a Certified Exit Planning Advisor (CEPA®), Daniel Peterson is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Daniel Peterson - CEPA, CLTC - Kuttin Wealth Management - A Private Wealth Advisory Practice of Ameriprise Financial, LLC - Edina, Minnesota, city=Edina, display_country=United States, hs_object_source_label=IMPORT, url_slug=daniel-peterson, lname=Peterson, designations=[CEPA, CLTC], hs_object_source_id=33456209, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JANUARY%202023/PETERSON-DANIEL-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-January-2023.pdf, hs_created_by_user_id=9997102, hs_createdate=1679424605497, cohortium_profile_title=Daniel Peterson | Financial Advisor at Kuttin Wealth Management - A Private Wealth Advisory Practice of Ameriprise Financial, LLC | CEPA Connect Member, state=Minnesota, hs_was_imported=true, id=5631752457, designations__text_=CEPA, CLTC, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Daniel Peterson, email=KuttinWealthManagement@ampf.com, cohortium_meta_description=Connect with Daniel Peterson, a specialized Financial Advisor working with Kuttin Wealth Management - A Private Wealth Advisory Practice of Ameriprise Financial, LLC based in Minnesota. Credentials include: CEPA, CLTC., associated_contact_record_id=17851251, website=https://www.ameripriseadvisors.com/team/kuttin-wealth-management/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JANUARY%202023/4675_Peterson_CEPA-Certificate-2023-January.pdf, is_editable=editable, url_slug_2=daniel-peterson, impersonate_user_url=https://exit-planning-institute.org/member-detail/daniel-peterson?impersonation=true, full_name=Daniel Peterson, hs_lastmodifieddate=1764932316580, phone=(952) 992-9994, company_name=Kuttin Wealth Management - A Private Wealth Advisory Practice of Ameriprise Financial, LLC, name=Daniel, hs_object_id=5631752457, associated_resources=0, hs_object_source=IMPORT, postal_code=55436, hs_object_source_user_id=9997102, status=Published, hs_updated_by_user_id=26688115}
- Advisor Type: Financial Advisor
- Website:
https://www.ameripriseadvisors.com/team/kuttin-wealth-management/ - Phone: (952) 992-9994
- City: Edina
- State: Minnesota
- Postal Code: 55436
- Country: United States
- Designations: CEPA, CLTC
- Markets Served:
- Company Name: Kuttin Wealth Management - A Private Wealth Advisory Practice of Ameriprise Financial, LLC
