Brian Petersen (CRD# 5844016) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Omaha, NE and has over 3 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Advisor Network, Llc Dba Retirepath Advisors | Omaha, NE | Mar 2023 - Current | 1 |
| Thrivent Investment Management Inc. | Omaha, NE | Jun 2020 - Current | 3 |
| Thrivent Financial For Lutherans | Appleton, WI | Jul 2020 - Mar 2023 | 2 |
| Valmont Industry | Valley, NE | Dec 2019 - Jun 2020 | < 1 |
| Unemployed | Omaha, NE | Aug 2019 - Dec 2019 | < 1 |
| Commscope | Omaha, NE | Apr 1999 - Aug 2019 | 20 |
| Thrivent Investment Management Inc. | Omaha, NE | Sep 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- NE
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Total Assets Under Management6,164MILLIONS
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Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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