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James Franklin Peterson

Thrivent Investment Management Inc.

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About James Franklin Peterson

James Franklin Peterson is a financial advisor with Thrivent Investment Management Inc. James has been in the industry since January 12, 2016. James is registered with the Financial Industry Regulatory Authority (FINRA) and is also licensed in several states, including Pennsylvania, Texas, and Oklahoma. James specializes in providing financial planning and portfolio management services to individuals and businesses. James also has experience in quality and regulatory consulting services. James has a diverse client base, including churches and non-profit sharing retirement accounts, high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. James is committed to providing his clients with the highest level of service and helping them achieve their financial goals.

Firm Information

James Peterson is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Peterson’s Registration & Firm History

PA

07/17/2020 - Present

Thrivent Investment Management Inc. (BELLEFONTE PA)

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Licenses & Designations

BOTH

Issued 02/01/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Franklin Peterson.
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