Broker Check

WELCOME TO TEDSTROM WEALTH ADVISORS

It is our greatest satisfaction to serve our clients by creating customized wealth management plans that are founded on communication, trust and listening to unique life experiences. Once we understand your individual needs, then we can begin to create a realistic plan to accomplish your long-term goals.

Formerly part of Brown and Tedstrom Inc., our team of independent, fee-only investment advisors have an impressive track record of over 30 years of financial leadership and ongoing customer satisfaction tailored to high net-worth clients. We are proud to be a top financial advisor firm in Denver.

With our main office in Denver, but serving clients across the country, Tedstrom wealth management clients are privately guided through a trademarked Wealth Empowerment Process™ that is both performance-based and personal. Whether you’re in need of financial planning, expert investment advice, diversification strategies, liquidity or retirement planning, with Tedstrom you can count on financial clarity, strategy and discipline—paired with a highly personalized approach.

Meet the Team

Peter Tedstrom, CFP®

Robert Alexandrovic, CFP®, CFA


Pete Pittman, CFP®

Wealth Advisor

Pete Pittman helps his clients achieve their financial goals by serving as their trusted advisor for all their wealth management needs. Pete enjoys working with business owners, emerging professionals and affluent families to develop and implement investment and financial strategies that most effectively align with their unique situation, goals and objectives and risk tolerance.

Pete has a comprehensive understanding of the financial needs of entrepreneurs as he has been involved with small businesses since childhood. His father owned a chain of convenience stores and his grandfathers owned businesses in oil and gas distribution and sheet metal fabrication. Pete’s wife owned an art education and entertainment business and his father-in-law owns an auto dealership.

Away from the office, Pete spends his free time with his wife, son, daughter and their dogs. They feel fortunate to call Colorado home and appreciate all that it has to offer. Pete also enjoy reading, hiking, bicycling, skiing, traveling and playing golf.

AFFILIATIONS & ORGANIZATIONS:

  • Jefferson County Community Development Advisory Board – Board Member
  • Rocky Mountain Microfinance Institute – Finance Committee
  • Applewood Property Owners Association – Board Member
  • Strategic Connections / Colorado Thought Leaders Forum – Member
  • Financial Planning Association (FPA) – Member

CREDENTIALS:

  • CERTIFIED FINANCIAL PLANNER® designation, 2017
  • Firm is a Registered Investment Advisor
  • Series 7 registration, held with LPL Financial
  • Series 66 registration, held with LPL Financial
  • B. A., University of St. Thomas





Joe Hoehn, MBA, FPQP, CRPC®

Financial Planning Assistant

Joe Hoehn has been a Financial Planning Assistant with      Tedstrom Wealth Advisors (formerly Brown & Tedstrom) since 2005. His focus is on assisting the team with account administration and maintenance, client inquiries and problem resolution and client account performance reports. Joe’s prior experience was as a Financial Services Representative with Oppenheimer Funds and in various operational functions with brokerage firms in the Los Angeles area.

A Colorado native, Joe attended Colorado State University in Fort Collins, CO, where he earned both an MBA in Finance and Management and a B.S in Business, Marketing, Finance and Management. 

Joe enjoys hiking, road biking, and watching the Colorado Rockies.

Credentials:

  • MBA, Finance and Management, Colorado State University, Fort Collins, CO
  • B.S., Business, Marketing, Finance and Management, Colorado State University, Fort Collins, CO
  • FPQP™, Financial Paraplanner Qualified Professional™
  • CRPC® , Chartered Retirement Planning Counselor®
  • Series 7, 63 and 65 registrations, held with LPL Financial



David Larsen

Director of Operations 

David joined Tedstrom Wealth Advisors (formerly Brown & Tedstrom) in 2016 as the Staff Accountant. He has more than 22 years of experience in the financial services industry. In 2017 he was promoted to Director of Operations and is responsible for Compliance, Operations and Accounting.

A graduate of Western State Colorado University with a bachelor’s degree in Business Administration, David went on to serve as a United States Naval Officer and is a 17-time decorated Veteran of Foreign Wars.

David, his wife Andrea and their son Jacob, love skiing and snowmobiling in the winter, and hiking, biking, camping and boating in the summer. They are also music festival and street fair enthusiasts and avid Denver Broncos fans.



Amy King

Advisor Assistant

Amy King is a veteran in the financial services industry, starting her career at Bank One as a teller in college. She has more than 27 years financial industry experience from insurance and banking to investment management and financial planning. Most recently, Amy came to us from Bessemer Trust Company, N. A. where she was a Client Account Manager for ultra-high net worth families.

Amy is a Colorado native, an Up With People Alum and a graduate of the University of Northern Colorado. On the weekends, she is very busy with her three active teenagers and enjoys camping, hiking and water skiing. Amy is also passionately involved in her church and is the founder of a local non-profit fitness chapter.



Barbie Cottrell

Director of First Impressions

Barbie Cottrell joined Tedstrom Wealth Advisors in the Spring of 2018.  She is our Director of First Impressions and is responsible for scheduling client meetings, managing the company calendar and running the office, directing phone calls, keeping the team organized and making all our clients feel like family.  Barbie has owned a bookkeeping company for the past 28 years with clients that have included high-end property management companies, real estate companies and private clients. 

Barbie was raised in Aspen, Colorado and, as a single mother, she successfully raised twin boys who are currently attending the University of Colorado.  She moved to Denver in 2017 and enjoys skiing, hiking, yoga, concerts and spending time with her family and her Basset Hound, Duke.




Meet Tedstrom Wealth Advisors in Denver:

We look forward to meeting you! Our main office is located at:

Tedstrom Wealth Advisors
1999 Broadway, Suite 1415
Denver, CO 80202

Our phone number is (303) 996-6514.


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LPL Financial Partnership

LPL Financial is one of the nation’s leading financial services companies, the largest independent broker/dealer in the nation* and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

*As reported in Financial Planning Magazine, June 1996-2017, based on total revenue.

Awards and Accolades


Forbes

2018

Best-in-State Wealth Advisors

Peter F. Tedstrom

Colorado Biz Magazine

May 2016

One of the Top Wealth Management and Financial Planning Firms

Denver Business Journal

February 2016

Top Investment Managers and Financial Planners

Peter F. Tedstrom

Colorado Biz Magazine

June 2015

Top Wealth Management and Financial Planning Firm

Peter F. Tedstrom

Denver Business Journal

February 2015

Top Investment Managers and Financial Planners

Peter F. Tedstrom

Denver Business Journal

March 2011

Top 20 Investment Managers and Financial Planners

Peter F. Tedstrom

Denver Magazine

September 2010

Premier Advisors of Colorado

Peter F. Tedstrom

Worth

October 2008

Top 250 Wealth Advisors in U.S.

Peter F. Tedstrom

Denver Business Journal

July 2008

Top 20 Wealth Advisors in Colorado

Peter F. Tedstrom

Denver Business Journal

December 2007

Top 20 Independent Wealth Advisors in Colorado

Peter F. Testrom

Barron's Magazine

August 2007

Top 100 Independent Financial Advisors

Peter F. Tedstrom