Peter Kline, CFP®, MBA

Branch Director, Financial Advisor

307-432-2420
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Experience

Pete began his career in the financial services industry in 2012, starting as an intern at Northwestern Mutual. After college, Pete spent three years working for Fidelity Investments in Denver, Colorado. At Fidelity he gained experience in many areas of the financial industry including brokerage trading, sales and wealth planning.

Pete joined RBC Wealth Management in 2016 to further his professional aspirations and focus on long-term wealth planning relationships with people in the Cheyenne community. Pete specializes in helping his clients develop well-rounded wealth management plans, including education funding, income strategies, retirement planning, investment selection and risk management.  In addition to his advisor responsibilities, Pete is the Branch Director for the Cheyenne & Casper RBC offices.

Licenses & Designations

After completing the required coursework at the College of Financial Planning, Pete earned his CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate and retirement planning. In addition to the CFP®, Pete passed the Series 7, 63, 66, 31, 9 and 10 securities exams, as well as life insurance, health insurance, and annuities licenses.

Education

Pete received his Bachelor of Arts degree in Exercise Science from Willamette University in Salem, Oregon in 2011. During his time at Willamette, Pete also focused on extracurricular activities including participation in the Sigma Chi Fraternity and captaining the varsity men’s soccer team. After graduation, he decided to continue his education, receiving his MBA in Finance and Entrepreneurship with honors from the Atkinson Graduate School of Management at Willamette University. While he was there he helped run the Willamette University Angel Fund, a student run angel investing organization making investments in start-up companies in the Pacific Northwest.

Interests

After spending nine years outside of Wyoming gaining education and experience, Pete decided it was time to move home. As an avid fly fisherman, skier, hiker and lover of the outdoors, there was no better place to develop his career. In his free time you can find him rooting for the Denver Broncos, Colorado Rockies, and the Kansas Jayhawks or spending time with his Labrador Retriever, Brooks.

Community Involvement

Pete is focused on helping promote and enhance the Cheyenne community. He serves on the Board for the Cheyenne Boys and Girls Club, is involved with the Cheyenne Chamber of Commerce, and is a 2018 graduate of Leadership Cheyenne. In addition, Pete is a member of the Southeast Wyoming Estate Planning Council, which collaborates on progressive estate planning techniques.

Cassandra Driver

Branch Service Mgr/Sr Registered Client Assoc

307-432-2451

Melanie Dematteo

Client Associate

307-432-2470

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Insurance Consultant


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Divisional Annuity Consultant


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Wealth Planning Consultant


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Wealth Strategist


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Credit Consultant