Peter Tartaro, CFP® in

Peter Tartaro, CFP®

Inquirer · DISC type dc
Wealth Management Consultant at Cetera Financial Group
📍 Chaska, Minnesota, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
16 Years
Current Role
Wealth Management Consultant
Job Level
Mid-senior
Location
Chaska, Minnesota, United States
Personality Overview

How Peter shows up

Upfront
Hard To Convince
Judgemental

They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Priorities

Topics Peter cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2023
Wealth Management Consultant
Cetera Financial Group
4-2018 - 8-2023
Manager, Practice Development
Securian Financial Group
1-2017 - 4-2018
Senior Manager, Experienced Advisor Recruiting and Practice Acquisitions
Ameriprise Financial Services, Inc.
12-2014 - 1-2017
Director - ABDG
Ameriprise Financial Services, Inc.
4-2011 - 12-2014
Senior Regional Sales Manager
Ameriprise Financial Services, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2004 - 2007
MBA - Finance
Fordham Gabelli School of Business
1996 - 2000
BA
James Madison University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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