Luke Peterson, financial advisor Roseville CA
88 score

Luke Peterson

CRD 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 1 year of experience in the finance industry.

Similar Advisors
Marshall Goins, financial advisor Roseville CA
Marshall Goins
CRD# 5332818
Clarion Advisors Inc.
Score
104
Similar Advisors
Walter McCurdy, financial advisor Roseville CA
Walter C. McCurdy
CRD# 3074595
Wells Fargo Advisors, LLC
Score
93
Similar Advisors
Peter Ashby, financial advisor Roseville CA
Peter J. Ashby
CRD# 5292327
Adams Ashby Financial Advisors
Score
103
Company Name Location Dates Years
Thrivent Financial Appleton, WI Mar 2016 - Current < 1
Thrivent Investment Management Inc. Roseville, CA Feb 2016 - Current < 1
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
Contact Info for Luke D. Peterson
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • CA
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
88
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.