Pete Dahlquist is a Financial Advisor with Waddell & Reed in our Waukesha, WI office. He has over 13 years experience working with clients and helping them to find ways to get on track for their future.
He can help you to identify your needs and goals, help you organize your current financial situation and weave together various products into a financial package designed for long term planning. Peter believes it is very important to get a financial plan in place as a road map for your future, to see where you are now financially, where you want to be in the future and to develop and implement strategies meant to help get you there. Financial planning is not a one time event, it is an ongoing process that should last all the way to - and through - retirement.
In addition to financial planning, other services Peter offers include:
- investment management
- education planning and funding
- retirement planning
- life insurance
- and much more.
Peter graduated from Bradley University in Peoria, IL with a Bachelor of Science degree. When not in the office helping his clients, Pete loves to play golf and spend time with family and friends.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18