Luke Peterson, financial advisor Roseville CA
90 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 over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Mar 2016 - Current 2
Thrivent Investment Management Inc. Roseville, CA Feb 2016 - Current 2
Brad Baer - 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 Aug 2012 - May 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville, CA Feb 2013 - May 2013 < 1
Casa Roble Fundamental High School Orangevale, CA Aug 2007 - Mar 2009 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
    8,706
    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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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