Peter J. Freidel
Peter Freidel is Financial Advisor that strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.
As your financial advisor, Pete takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Pete works closely with you to develop a customized financial plan designed to help meet your long-term financial objectives.
Pete grew up in Rapid City, South Dakota. He attended the University of South Dakota in Vermillion, where he went on to graduate with a degree in Economics and Political Science with a minor in Business Administration in May 2020. Post-graduation, Pete moved to Glenwood Springs, Colorado and began his career with Bank of Colorado where he was working as a Loan Officer prior to joining the Bank of Colorado Investment Services team. He currently lives in Glenwood and is excited to be a part of such a great community. When not working, Pete enjoys golfing, hiking, skiing, hunting, and spending time with friends and family.
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.
1The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info. 2Membership is based on prior fiscal year production. Re-qualification is required annually. 3The University of Northern Colorado Alumni Association honors outstanding alumni and friends, who are selected by the Alumni Association Board, whose service and achievements embody the university’s tradition of excellence. 4To compile the list, multiple variables were combined into one composite score. The six categories used were: (1) assets under management; (2) trailing-12-month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. on the list are scored by (6) variable assets under management, trailing-12-month production, percentage increase in AUM from previous year; percentage increase in T-12 production, amount of fee based business and ration of production per AUM.