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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant36 years in industry

PETER JON REKSTAD

Advisor at CAPTRUST

ST. PAUL, MN

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Search this name across graphsid dfx:ria:41c39e47-2713-3b89-a189-5d0a67681a17

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 28, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 15, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Jan 15, 1990
First registration: Nov 28, 2007
Dual registered: no
IAPD individual key: 2016409

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Captrust	Institutional manager	Dec 20, 2024	n/a	yes	ST. PAUL, MN	Current employment
NAVIGATOR WEALTH CONSULTANTS, LLC	n/a	Sep 29, 2016	Nov 3, 2016	no	SCOTTSDALE, AZ	Previous registration
GRANDVIEW DELIGHT, LLC	Former SEC adviser	Aug 26, 2016	Mar 28, 2025	no	ST. PAUL, MN	Previous registration
BGM WEALTH MANAGEMENT	Independent wealth	Dec 2, 2013	Oct 3, 2016	no	BLOOMINGTON, MN	Previous registration
Trunorth	Former SEC adviser	Nov 28, 2007	Dec 2, 2013	no	BLOOMINGTON, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GRANDVIEW DELIGHT, LLC	NAVIGATOR WEALTH CONSULTANTS, LLC	Mar 28, 2025	Sep 29, 2016	-3,102	Firm change after gap	Other
NAVIGATOR WEALTH CONSULTANTS, LLC	Captrust	Nov 3, 2016	Dec 20, 2024	2,969	Firm change after gap	Other
BGM WEALTH MANAGEMENT	GRANDVIEW DELIGHT, LLC	Oct 3, 2016	Aug 26, 2016	-38	Firm change after gap	Other
Trunorth	BGM WEALTH MANAGEMENT	Dec 2, 2013	Dec 2, 2013	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110483:284807:MN:2016-10-03	Oct 3, 2016	Aug 26, 2016	BLOOMINGTON, MN	Firm change after gap

Relationships

Registered with (5)

→ CAPTRUSTRegistered adviserregistration: current employment
Dec 20, 2024 to presentfactForm ADV
→ GRANDVIEW DELIGHT, LLCRegistered adviserregistration: previous registration
Aug 26, 2016 to Mar 28, 2025factForm ADV
→ NAVIGATOR WEALTH CONSULTANTS, LLCRegistered adviserregistration: previous registration
Sep 29, 2016 to Nov 3, 2016factForm ADV
→ BGM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 2, 2013 to Oct 3, 2016factForm ADV
→ TRUNORTHRegistered adviserregistration: previous registration
Nov 28, 2007 to Dec 2, 2013factForm ADV

Dated events

Occurred
Mar 28, 2025
Advisor changed firm
Peter Jon Rekstad left Grandview Delight, Llc for Navigator Wealth Consultants, Llc (registered 2016-09-29)
Form ADVobserved 6 days ago