Ron Peterson
Ron is dedicated to helping clients achieve their financial goals through holistic and comprehensive financial planning and investment management. He combines his expertise with a personalized approach, providing clients with a tailored financial plan that aligns with their unique needs and goals.
Credentials
Ron joined First Investments & Planning after more than 20 years of investment experience at Wells Fargo, Bremer Investments and LPL Financial in Minnesota and North Dakota. Throughout his investment career, he has served as both a financial advisor and in management coaching and training a team of financial advisors.
Ron holds the Series 7, 63 and 65 securities registrations along with Life, Annuities, Accident and Health insurance licenses. He earned his Bachelor of Science in business administration with a minor in psychology from Gustavus Adolphus College in St. Peter, Minnesota. During college he was a four-year letterman, three-year starter, and team captain of the football team.
Passions
Ron lives in Elkhorn, Nebraska with his wife Lori and dogs, a doodle, poodle and Irish water spaniel. They have three grown children residing in Minnesota: Jordyn in Eagan, Zachary in Owatonna and Joshua attending St. John’s University.
The Peterson’s are an active family, whether it be high school or college sports or just about anything outdoors. They enjoy staying busy with a variety of activities including hiking, biking, tennis, pickleball, hunting, fishing and boating.
Locations
13310 W Maple Rd
Omaha, NE 68164
3808 N. 203rd St.
Elkhorn, NE 68022
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Investment products are:
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