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(309) 664-2600

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pete@falstadwealth.com

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1410 Woodbine Road, Bloomington, Illinois 61704, United States

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Falstad & Associates helps clients across Illinois and surrounding states through in-person, phone, or virtual meetings.


Tell us about your goals, and we’ll help chart a confident financial future—together.

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CONTACT US
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(309) 664-2600

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pete@falstadwealth.com

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1410 Woodbine Road, Bloomington, Illinois 61704, United States

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Check the background of your financial professional on FINRA's BrokerCheck.


Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge.


Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.


The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of, third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

DISCLOSURES

Cambridge Investment Research - Form CRS

Cambridge Investment Research - ADV Part 2A

Cambridge Investment Research - Regulation Best Interest

The AmeriFlex Group - Form CRS

ADV Part 2B - Peter Falstad

ADV Part 2B - Joshua Brooks

ADV Part 2B - Nathaniel Farney



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Families & Retirees

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  • Retirement Planning
  • Investment Management
  • Estate Planning

Transitional Life Stages

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  • Financial Confidence After Loss or Divorce
  • Trust & Estate Guidance
  • Women and Wealth Confidence

Business Owners & Professionals

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  • Business Retirement Plans
  • Tax Strategies
  • Income Protection

Young Investors & Rural Clients

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  • Legacy & Land Planning
  • Building Financial Habits
  • Starting Your Investment Journey
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The team at Falstad & Associates share the same values that drive the Ramsey Solutions community—integrity, education, and a “heart of a teacher” approach.

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