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Nick Peterson

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Nick Peterson

VP / Wealth Advisor | Bell Bank

Fargo, North Dakota, United States

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Nick Peterson

Summary

Nick Peterson is a seasoned Vice President and Wealth Advisor at Bell Investments, where he excels in delivering personalized financial planning and investment solutions. With a strong foundation in finance, he has developed a client-centered approach that emphasizes understanding individual goals and creating tailored strategies. Nick's experience spans various roles in the financial sector, including a previous position at Morgan Stanley, where he honed his skills in investment advisory. His background in sales at Mclaughlin's RV and Marine adds a unique perspective to his financial practice, allowing him to connect with clients from diverse industries. Nick is committed to providing clarity and education in financial matters, making him a trusted partner for individuals and families. He holds a Bachelor of Science in Finance from North Dakota State University, underscoring his academic credentials in the field. Outside of work, Nick values community involvement and personal growth, making him not just a financial advisor but a holistic resource for his clients.

General

Specialist

Technical Background

Leadership Experience

Moderate Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Nick Peterson

Work Experience

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VP / Wealth Advisor at

Bell Bank

October 2021 - Present

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Financial Advisor at

Morgan Stanley

January 2019 - October 2021

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Teller at

Bell Bank

March 2019 - June 2019

💼

CPA/Attorney Assistant at

Craig A Peterson

November 2018 - March 2019

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Sales Associate at

MCLAUGHLIN'S RV & MARINE

December 2015 - October 2018

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Nick Peterson

Education

North Dakota State University, Bachelor Of Science - Bs

January 2012 - January 2016

Frequently Asked Questions about Nick Peterson

What is Nick Peterson email address?

Nick Peterson's primary email address is *********@bell.bank. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Nick Peterson work for?

Nick Peterson is a VP / Wealth Advisor at Bell Bank, a company specializing in Depository Credit Intermediation.

Where Nick Peterson graduated from?

Nick Peterson holds a degree in Finance, General from North Dakota State University.

How can I directly contact Nick Peterson?

To contact Nick Peterson directly, you can use the email address *********@bell.bank. Complete contact information is available upon registration with Muraena.

Who is Nick Peterson?

Nick Peterson is a seasoned Vice President and Wealth Advisor at Bell Investments, where he excels in delivering personalized financial planning and investment solutions. With a strong foundation in finance, he has developed a client-centered approach that emphasizes understanding individual goals and creating tailored strategies. Nick's experience spans various roles in the financial sector, including a previous position at Morgan Stanley, where he honed his skills in investment advisory. His background in sales at Mclaughlin's RV and Marine adds a unique perspective to his financial practice, allowing him to connect with clients from diverse industries. Nick is committed to providing clarity and education in financial matters, making him a trusted partner for individuals and families. He holds a Bachelor of Science in Finance from North Dakota State University, underscoring his academic credentials in the field. Outside of work, Nick values community involvement and personal growth, making him not just a financial advisor but a holistic resource for his clients.

Nick`s contact details

mail

*********@bell.bank

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Paul Flood

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