North Mankato

Pete Nelson    Chris Zuck
Financial Consultant Regional Investment Manager
CFP® CFP®, AIF®, CEPA®
email Pete email Chris
507.385.4537 952.261.2170

Jenny Karline
LPL Registered Administrative Assistant
email Jenny
651.242.5739

Pete has served clients for 25 years in developing customized plans that work toward achieving financial independence. Through the dedication of thoughtful and diligent decision making, Pete aims to educate clients and help work toward their long-term success. Pete grew up in Saint Peter, graduated from Gustavus Adolphus College, and started in the financial services industry while living in the Twin Cities. His experience includes the areas of Financial Advisory, Relationship Management, Investment Management, and Estate Protection Strategies. Pete currently holds the designation of CERTIFIED FINANCIAL PLANNER.

Chris enjoys having in depth conversations with you about your financial goals and dreams. She follows a systematic process to develop those goals into a plan that works for you. Chris believes that everyone has their own comfort level with investment, tax, and estate planning. It is through her process that education and comfort begins and grows throughout your financial life.  Chris, a native Minnesotan, graduated from Augsburg College in Minneapolis with a degree in Business Management and Finance. She entered the financial services industry in 1987 and has held several roles in community banks. Chris currently holds three highly notable designations: CERTIFIED FINANCIAL PLANNER professional, Accredited Investment Fiduciary™, and Certified Exit Planning Advisor™.


FINRA | SIPC

 

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA, SIPC.  Frandsen Bank & Trust and Frandsen Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.  Insurance products offered through LPL Financial or its licensed affiliates.

 



The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Minnesota, North Dakota, Arizona, California, Florida, Iowa, Montana, Nebraska, Ohio, South Dakota, Texas, and Wisconsin.