Peter Holupchinski


I'm a wealth advisor serving non-profit organizations as well as business owners and families. We create detailed financial plans and manage portfolios for institutions and individuals to help them achieve their goals.



Peter is a CFA® charterholder, a CERTIFIED FINANCIAL PLANNER™certified public accountant, and a certified public accountant. He also holds his Series 63 license.

In the community

Prepare & Prosper of Minnesota