Peter Krewet, CFP®

Financial Advisor

Building relationships to provide medical professionals with personalized and comprehensive guidance within their financial lives.

 

Peter Krewet, CFP®

Financial Advisor

About

Based in North Star’s Dallas, TX office, Peter Krewet is a financial advisor to physicians and residents. Working primarily with young medical professionals, Peter aims to educate and provide helpful, simple-to-understand guidance on everything from risk and debt management to retirement planning. His focus is to build lifelong relationships with clients and help them achieve financial independence by developing and maintaining a comprehensive financial strategy.

Peter believes that the habits formed while medical professionals are young or in training will typically stick with them and help shape their long-term financial future. By working with his clients to develop healthy financial habits early on, he hopes to help position them to achieve their goals and eventually retire comfortably.

Originally from St. Louis, Peter came to Texas for school and received his Bachelor of Business from the University of Dallas. He spent a semester studying in Rome, Italy, and was a member of the rugby club. In his free time, he enjoys hiking, swimming, and waterskiing.

Qualifications:

  • Member of North Star’s Medical Division
  • FINRA Series 7 and 66 registered
  • Life and Health insurance licensed

Services

  • Comprehensive financial planning
  • Debt management
  • Education funding strategies
  • Income protection strategies
  • Investments
  • Life insurance
  • Retirement strategies
  • Risk management
  • Tax-efficient investment strategies*
  • Wealth accumulation

Team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Disability Insurance and Property and Casualty

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Max Miller
Max Miller

Disability Insurance Consultant

Contact

    Dallas

    2911 Turtle Creek Blvd
    Suite 300
    Dallas, TX 75219

    Directions

    Peter is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2102482 / DOFU 4-2018