Series 7, 53 & 63 Securities Registrations,1 Series 65 Advisory Registration,† Insurance License
Peg was attracted to the financial services industry early in her career. She feels fortunate to be able to use her 30 years of in-depth knowledge working alongside Preston, the Roundtable™ and their staff to prepare clients for retirement. A lifelong learner, she enjoys collaborating with her team to stay on top of the best practices regarding comprehensive planning. Peg’s favorite part of her work is living through clients’ lives for decades of time, and inspiring them to achieve their lifelong dreams. She and her husband Mike love to travel and golf in sunny locals.
- Barron’s Top Financial Advisor (2014-2017)²
- Finance & Commerce’s Top Women in Finance (2014)³
- Five Star Wealth Manager (2016)⁴
The Peg Webb Financial Advisory team is located in our Burnsville, MN office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Factors included in Barron's Top 1200 Financial Advisor 2014 - 2017 rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
3 The Top Women in Finance awards recognize the outstanding efforts of women in Minnesota who are making notable contributions to their professions, their communities and society at large. The honorees are selected by Finance & Commerce staff from independently submitted nominations.
4 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015 or 2016 FIVE STAR Wealth Managers.