Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Randall "Randy" Petersen

Senior Vice President–Wealth Management

During his 30 years as an investment advisor, Randy has successfully helped his clients manage their wealth through good times and bad. His clients appreciate both his understanding of the markets and his commitment to help them reach their financial and personal goals. He purposely limits the number of clients he serves so that he can provide the highest level of time and attention to each client. Randy works primarily with corporate executives, business owners and retired high net worth investors, providing customized financial planning, total portfolio management and insurance coverage.

Personal & Community

  • Big Brother in Twin Cities BB Program, 2015-present
  • Plymouth Presbyterian Church, Board of Elders, 2019-present
  • Armstrong High School Boys Lacrosse Boosters Club President - 2008-2010
  • Plymouth Presbyterian Church, Board of Deacons, 2007-2008, Moderator of the Board, 2009
  • Cooper High School Football Coach 2004-2006

 

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • IL
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NM
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Education

  • B.A., Majors in Religion and Political Science, St. Olaf College

Credentials

  • Chartered Retirement Planning Counselor
  • Senior Portfolio Manager
681 East Lake Street
Wayzata, MN 55391
  • (952) 475-9432

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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