Spencer Peltier, financial advisor Piqua OH
89 score

Spencer Peltier

CRD Number: 6255445
Current Firm: Thrivent Investment Management Inc.

Spencer Peltier (CRD# 6255445) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Piqua, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Jul 2014 - Current 2
Thrivent Investment Management Inc. Piqua, OH Dec 2013 - Current 3
Thrivent Financial Appleton, WI May 2014 - Jul 2014 < 1
Bank Of America Practice Solutions Westerville, OH Jun 2012 - Nov 2013 1
Westerville Grille Westerville, OH Dec 2012 - Apr 2013 < 1
Student At Otterbein University Westerville, OH Sep 2008 - Jun 2012 3
Meijer Westerville, OH Jun 2011 - Nov 2011 < 1
Westerville Recreation Center Westerville, OH Sep 2008 - Aug 2011 2
Unity National Bank Piqua, OH Nov 2008 - Sep 2009 < 1
Piqua Country Club Piqua, OH Jun 2008 - Sep 2009 1
Lehman Catholic High School Sidney, OH Aug 2004 - Jun 2008 3
Techumseh Woods Piqua, OH May 2005 - Sep 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Spencer K. Peltier
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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