Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Peter L
Series 63, Series 66
St Louis Park, MN
Robert Baird & Co.
Peter Levy is a financial advisor with Robert W. Baird & Co. in St. Louis Park, MN, holding Series 63 and Series 66 credentials and possessing 43 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he works as a yoga instructor in Minneapolis. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional allocations to more complex approaches, including discretionary management and tax overlays.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters