Michael Peters (CRD# 7252932) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in West Roxbury, MA and has over 3 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Feb 2021 - Current | 3 |
Thrivent Investment Management Inc. | West Roxbury, MA | Aug 2020 - Current | 3 |
Thrivent Financial | Appleton, WI | Oct 2020 - Feb 2021 | < 1 |
Unemployed | West Roxbury, MA | Jun 2020 - Aug 2020 | < 1 |
The Rmr Group | Newton, MA | Dec 2014 - May 2020 | 5 |
Wolf And Company | Boston, MA | Jan 2011 - Dec 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- MA
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- 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, WY
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