Pete Munson

Pete lives in Negaunee with his wife Sara (a teacher), their son Connor and twin daughters, Lydia and Makayla. Pete loves spending time outdoors with family and friends at their camp on the Dead River Basin. He also enjoys golfing. Pete and Sara look forward to sharing their many hobbies and traveling with their children as they get older.

Pete is a graduate of Northern Michigan University with a Bachelor of Science degree in Finance. He has been a financial representative for over 23 years, providing comprehensive, financial and investment planning services to his clients. He began his career as a Financial Advisor in 2000 with Edward Jones in Marquette, Michigan. He then joined Wells Fargo Investments (a predecessor firm of Wells Fargo Advisors) in 2006, to take a team approach in providing personalized financial advice for individuals and families. Pete earned the CFP® designation in 2009 and continues to fulfill annual continuing education requirements to remain current on trends and planning techniques within the industry. In 2022, Pete formally announced his decision to form his own company, Munson Retirement Solutions, so he can focus on deepening his relationships and focus on helping people feel more confident in understanding what their money is going to be able to do for them. 

As a Financial Advisor, Pete provides client investment strategy oversight, financial planning and technology supported through LPL Financial, the largest independent broker-dealer* in the nation. Pete currently holds FINRA Series 7, 6, 63 and 65 registrations through LPL Financial. He also has Life/Health and Variable Insurance Licenses in Michigan. 

Financial Advisors backed by LPL Financial have been a leading source of comprehensive advice for accumulating and managing personal wealth. 

*As reported by Financial Planning Magazine, June 1996-2023, based on total revenue. 

 

Beth LaJoie