Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Gunnar Peterson is an investment advisor representative with Thrivent Investment Management Inc. Evan is a licensed investment advisor in Wisconsin and Minnesota. Evan has worked in the financial industry for over 1 year. Evan is also a licensed securities agent in Florida, Illinois, Iowa, Kansas, Minnesota, Missouri, and Wisconsin. Evan has a Series 63, Series 65, Series 6TO and SIE license. Evan has experience working with individuals, high-net-worth individuals, churches, and corporations. Evan provides financial planning and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
09/19/2024 - Present
Thrivent Investment Management Inc. (WINONA MN)
IA
Issued 05/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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