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Peter Eckerline, CRPC®, CPFA

Peter Eckerline, CRPC®, CPFA

Wealth Management Advisor, Managing Director

Followers of Peter Eckerline, CRPC®, CPFA1000 followers
location of Peter Eckerline, CRPC®, CPFAGreater Minneapolis-St. Paul Area

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  • Timeline

  • About me

    Former Managing Director, Senior Consultant and founder of the Eckerline Wealth Management Group

  • Education

    • University of Wisconsin System

      1982 - 1983
      Master's Degree

    • University of Wisconsin System

      1978 - 1982
      Bachelor's Degree

    • Ladysmith, Wisconsin

      1974 - 1978
      High School Diploma/GED

  • Experience

    • Merrill Lynch Wealth Management

      Dec 1983 - now
      Wealth Management Advisor, Managing Director

      Pete joined Merrill in 1983. He has acquired various titles including a Senior Consultant, and was most recently named a Managing Director. He has also obtained the Chartered Retirement Planning Counselor℠ (CRPC®) designation. Pete is licensed by the New York Stock Exchange and FINRA.In his previous role as an advisor, Pete was:•Ranked #1 In Minnesota, Named to Barron's Top 1,200 Financial Advisors in 2017.•In 2012 awarded with the highly coveted Top 100 Financial Advisors in America, as recorded in the April 16, 2012 issue of Barron's and notably was the only advisor recognized in the upper mid-west.•Recognized as the number one wealth advisor in the state of Minnesota from 2005-2012 by Barron's.The Eckerlines support: St. Bartholomew Church, Orono Hockey, Dave Thomas Wendy's Adoption Foundation, Twin City Dunkers, Children's HeartLink, Pay it Forward Foundation, Make-a-Wish, Courage Center, University of Wisconsin Academic Excellence Scholarship, Hope Chest, Interfaith Outreach, Juvenile Diabetes Research Fund, Avenues for Homeless Youth, United Way, Alzheimer's Association, Kinship of Rusk County and the North Memorial Hospital Foundation, Orono Foundation for Education, The Retreat, Tubby Smith Foundation, Children's Cancer Research Fund, Pay it Forward fund, Common Bond Community fund, Mooney Lake Association, Nash Avery Foundation, Military Family Tribune, Golden Gopher Fund, Friends of Education, Minds Matter of the Twin Cities, Courage Center, American Heart Association.Pete resides in Wayzata with his wife, Martha, and children; McKenna, Taylor and Daniel. When he isn't attending one of his children's events, he enjoys golf, basketball, and other family activities.*Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning. Show less

  • Licenses & Certifications

    • Chartered Retirement Planning Counselor

      College For Financial Planning
      Jun 2007

  • Honors & Awards

    • Awarded to Peter Eckerline, CRPC®, CPFA
      Barron's "America's Top 1200 Financial Advisors State-by-State" - Feb 2019 #1 Advisor in MinnesotaNamed to Barron's "Top 1,200 Financial Advisors" list in 2019.* (For the 6th consecutive year)*Source: Barron's "Top 1,200 Financial Advisors" list, March 11, 2019. The ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Other… Show more #1 Advisor in MinnesotaNamed to Barron's "Top 1,200 Financial Advisors" list in 2019.* (For the 6th consecutive year)*Source: Barron's "Top 1,200 Financial Advisors" list, March 11, 2019. The ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor. Show less
    • Awarded to Peter Eckerline, CRPC®, CPFA
      Barron's "America's Top 1200 Financial Advisors State-by-State" - Mar 2017 *Source: Barron's "America's Top 1,200 Financial Advisors: State-by-State" list, March 6, 2017. For more information about the selection criteria, go to Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These… Show more *Source: Barron's "America's Top 1,200 Financial Advisors: State-by-State" list, March 6, 2017. For more information about the selection criteria, go to Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. Show less
    • Awarded to Peter Eckerline, CRPC®, CPFA
      Barron's "America's Top 100 Financial Advisors" - Apr 2012 *Source: Barron's "Top 100 Financial Advisors" list considers advisors with a minimum of seven years financial services experience and been employed at their current firm for at least one year (April 16, 2012). Other quantitative and qualitative measures include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron's and not representative nor indicative of any one client's… Show more *Source: Barron's "Top 100 Financial Advisors" list considers advisors with a minimum of seven years financial services experience and been employed at their current firm for at least one year (April 16, 2012). Other quantitative and qualitative measures include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron's and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. For more information, visit https://www.barrons. com/report/top-financial-advisors/100/2018. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Show less