Peter Klatt - Senior Vice President, Investments

(763) 923-2247
pklatt@oakridgefinancial.com

Peter Klatt joined Oak Ridge Financial as a Senior Vice President in the Private Client Group with almost 30 years of experience in working with clients to achieve their financial goals. A strong emphasis on ethics and values drives Peter's objective to provide honest, unbiased financial advice and to always act in the client's best interest. His investment philosophy is straightforward. It starts with listening to clients to gain an understanding of their investment goals. After that he works with clients to construct a diversified portfolio, monitor it regularly, and reallocate when necessary.

Peter and his wife Gail met while attending the Carlson School of Management at the University of Minnesota, and recently celebrated their 40th wedding anniversary. They both love spending time with family including two adult daughters and two young grandchildren.

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Peter Klatt -  Oak Ridge Financial