Terrence Petree, financial advisor Newark NJ

Terrence Petree

CRD Number: 6752303
Current Firm: Thrivent Investment Management Inc.

Terrence Petree (CRD# 6752303) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Newark, NJ and has over 4 years of experience in the finance industry.

Similar Advisors
Danna Jacobs, financial advisor Newark NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Newark NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Alexander Bass, financial advisor Newark NJ
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Company Name Location Dates Years
Thrivent Financial Appleton, WI Mar 2019 - Current 2
Thrivent Investment Management Inc. Newark, NJ Oct 2018 - Current 3
Thrivent Financial Appleton, WI Jan 2019 - Mar 2019 < 1
Unemployed Jersey City, NJ Jun 2018 - Dec 2018 < 1
Bank Of America, N.a. Pennington, NJ Apr 2017 - May 2018 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Jan 2017 - May 2018 1
Unemployed Jersey City, NJ May 2016 - Jan 2017 < 1
Seton Hall University South Orange, NJ Jan 2014 - May 2016 2
Petree Creative Group Winston Salem, NC May 2010 - Jan 2014 3
Hibbet Sporting Goods Kernersville, NC Jan 2010 - Dec 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Terrence Petree
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    10,689
    MILLIONS
  • Total Number of Accounts
    30,308
    ACCOUNTS
  • Average Account Value
    $352,673
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.