Michaella Petersen (CRD# 5535724) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Minneapolis, MN and has over 11 years of experience in the finance industry. Michaella Petersen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2023 - Current | < 1 |
| Thrivent Advisor Network, Llc Dba Retirepath Advisors | Omaha, NE | Mar 2023 - Current | 1 |
| Thrivent Investment Management Inc. | Omaha, NE | Apr 2017 - Jun 2023 | 6 |
| Thrivent Financial | Appleton, WI | May 2017 - Mar 2023 | 5 |
| Wells Fargo Clearing Services, LLC | Omaha, NE | Nov 2016 - Apr 2017 | < 1 |
| Wells Fargo Advisors, LLC | Omaha, NE | Oct 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- NE
- TX
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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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