Monte Peterson, AIF

Monte Peterson, AIF

  • Position:Executive VP and Partner

Monte grew up and currently resides in Elkhorn, Nebraska. Monte attended Elkhorn High School, then graduated from the University of Nebraska-Lincoln in 1997 with a Bachelor's in Business Administration. Starting with the firm in 1997, Monte has been in the financial planning business his entire career. Monte served as Chief Financial Officer and Chief Compliance Officer before becoming a financial advisor for the firm. Monte specializes in investment planning and insurance planning for high net worth individuals and family owned businesses.

His practice is based on referrals from friends and families of his existing clients. Monte also believes strongly in basing his services on the individual needs of each of his clients. His high client satisfaction helps grow his business every year.

"My primary responsibility is to make sure my clients are realistic in their goals; which are established before our relationship starts." - Monte

Monte's main joy in life is spending time with his family. One of his favorite activities is the annual summer vacation to the lake of the Ozarks and Okoboji.

Monte became an owner and partner of Tagge Rutherford Financial Group in 2004. Monte is also annually recognized for being in the Top 100 advisors at Cetera Advisors LLC.

Monte holds the following designation & licenses:

  • Accredited Investment Fiduciary
  • Series 7, Registered Broker
  • Series 24, Registered Principal
  • Series 65, Registered Investment Advisor
  • Series 4, Registered Options Principal
  • Licensed Life & Health in the state of Nebraska