Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter James Fannin is a financial advisor with Thrivent Investment Management Inc. located in CLINTONVILLE, WI. Peter is licensed to provide financial and investment advice in Minnesota and Wisconsin. He is also registered with the state of Wisconsin to provide investment advisory services. Peter has been in the financial services industry since 2002 and has a Series 66 and Series 7 licenses. Peter specializes in financial planning, portfolio management for individuals, and providing financial services to churches and non-profit sharing retirement accounts.
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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WI
08/16/2002 - Present
Thrivent Investment Management Inc. (CLINTONVILLE WI)
BOTH
Issued 08/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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