Michaella Petersen, financial advisor Omaha NE
93 score

Michaella Petersen

CRD Number: 5535724
Current Firm: Thrivent Investment Management Inc.

Michaella Petersen (CRD# 5535724) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Omaha, NE and has over 5 years of experience in the finance industry.

Similar Advisors
Rick Young, financial advisor Omaha NE
Rick A. Young
CRD# 2747345
Cambridge Investment Research Advisors, Inc.
Score
101
Similar Advisors
Eric Gustafson, financial advisor Omaha NE
Eric A. Gustafson
CRD# 5305235
Wells Fargo Clearing Services, LLC
Score
100
Similar Advisors
Derek Burry, financial advisor Omaha NE
Derek M. Burry
CRD# 5864943
Mutual Of Omaha Investor Services, Inc.
Score
98
Company Name Location Dates Years
Thrivent Financial Appleton, WI May 2017 - Current < 1
Thrivent Investment Management Inc. Omaha, NE Apr 2017 - Current 1
Thrivent Financial Appleton, WI May 2017 - May 2017 < 1
Wells Fargo Clearing Services, LLC Omaha, NE Nov 2016 - Apr 2017 < 1
Wells Fargo Advisors, LLC Omaha, NE Oct 2012 - Nov 2016 4
Lincoln Financial Group Omaha, NE Sep 2011 - Oct 2012 1
River City Junior Volleyball Academy Omaha, NE May 2007 - Apr 2012 4
White House Black Market Omaha, NE Jun 2011 - Sep 2011 < 1
Creighton University Full Time Education Omaha, NE Aug 2007 - May 2011 3
Omaha Country Club Omaha, NE May 2010 - Aug 2010 < 1
Omaha Country Club Omaha, NE May 2009 - Aug 2009 < 1
Charlotte Russe Omaha, NE May 2007 - Jun 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Michaella A. Petersen
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    8,706
    MILLIONS
  • Total Number of Accounts
    36,854
    ACCOUNTS
  • Average Account Value
    $236,236
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 Michaella Petersen and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.