Luke PetersonCRD Number: 6166713
Current Firm: Thrivent Investment Management Inc.
Luke Peterson (CRD# 6166713) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Roseville, CA and has over 3 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Thrivent Financial||Appleton, WI||Mar 2016 - Current||1|
|Thrivent Investment Management Inc.||Roseville, CA||Feb 2016 - Current||2|
|Brad Bauer - Thrivent Financial||Appleton, WI||Feb 2016 - Mar 2016||< 1|
|Bank Of America, N.a.||Roseville, CA||Nov 2014 - Jan 2016||1|
|Merrill Lynch||Roseville, CA||Feb 2013 - Jan 2016||2|
|Granite Bay Golf Club||Granite Bay, CA||Mar 2009 - Jul 2014||5|
|California State University Sacramento||Sacramento, CA||Mar 2002 - Jun 2014||12|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Roseville, CA||Feb 2013 - May 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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