Brent Peroutka, CFP®, MBA
Investment Advisor Representative
Brent Peroutka, CFP®, Financial Advisor
Helping clients establish and achieve their long-term financial goals is the primary focus of Brent, his team and his firm. He understands that every person, business and situation is unique and requires strategies that are customized and highly personal.
Building strong relationships with his clients is an important part of what he does. Listening carefully to the values and the vision of his clients allows Brent the ability to help define their financial goals, as well as plan a strategy and devise ways to help achieve their goals. He also makes sure that his clients are thoroughly educated and completely understand each step that is implemented.
Brent believes that a solid financial strategy needs to integrate all aspects of a client’s life, from savings and investments, to insurance and estate planning. Each part must complement the other and Brent’s firm can provide the resources to achieve that goal.
He and his firm also provide company sponsored retirement plan design for businesses. As a business owner, he is in a unique position to understand the needs of small to medium sized businesses.
As an independent financial professional he is able to choose from a wide array of financial tools, products and resources that align with the best interests of the client; he is not obligated to any “proprietary" products.
As a Certified Financial Planner™ professional, Brent is held to the highest ethical standards. That translates into a reputation as a “trusted advisor” for his clients and relationships built on integrity. Brent is a graduate of Augsburg College, where he obtained a major in Business Management-Finance and a minor in Management Information Systems. He also completed his Masters of Business Administration (MBA) at the University of St. Thomas. Brent has been in the financial services industry since 2001.
He is a strong believer in giving back to his community and holds several leadership positions in community organizations.
Brent and his wife, Brianne, have three children and between the family activities, community service and work there is not a lot of free time, but they enjoy a variety of outdoor activities and all seasons that the great state of MN has to offer.