Morgan Stanley
46yrs
Top advisor by experience in St. Paul
37yrs
Peter Rekstad is a fiduciary financial advisor in St. Paul, Minnesota, with 37 years in the industry. Peter joined Captrust in 2024, after less than a year at Navigator Wealth Consultants and nine years at Grandview Delight. Peter’s designations include CFP® and ChFC.
At a glance
Experience37 years (since 1990)
How that compares ?Top 5% by experience at Captrust
Office3050 Wells Fargo Place 30 East 7th Street, St. Paul, MN 55101
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2024 – nowCaptrustCurrent firm
- Sep 2016 – Nov 2016Navigator Wealth Consultants, LLCPreviously
- 2016 – 2025Grandview Delight, LLCPreviously
- 2013 – 2016BGM Wealth ManagementPreviously
- 2007 – 2013TrunorthPreviously
Questions to ask Peter
Tailored to Peter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call Captrust at (919) 870-6822 and ask for Peter Rekstad. Peter works from the St. Paul, MN office.
How long has Peter been a financial advisor?
Peter has been in the industry since 1990, about 37 years. Top 5% by experience at Captrust.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
RBC Capital Markets
43yrs
Top 1% by experience nationwide
RBC Capital Markets
43yrs
Top 2% by experience in Minnesota
Morgan Stanley
40yrs
Top 4% by experience in St. Paul
LPL Financial
39yrs
Top 4% by experience in St. Paul
Morgan Stanley
37yrs
Top 5% by experience in St. Paul