Peter Krewet, CFP®

Financial Advisor

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

 

Check the background of this investment professional on FINRA’s BrokerCheck.

Peter Krewet, CFP®

Financial Advisor

About

Peter Krewet is a financial advisor based in North Star’s Dallas office. He primarily works with young medical professionals, providing guidance on everything from risk and debt management to retirement and investment planning. By helping them develop healthy financial habits early in their medical careers, Peter aims to provide education to his clients as they strive to meet their goals, and reach financial independence.

Originally from St. Louis, Peter moved to Texas for school and received his Bachelor of Business from the University of Dallas. He spent a semester studying in Rome and was a member of the UD 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 Business Owner Solutions

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.. 4769789/DOFU 6-2022