Unclaimed
Shawn Keenan Petersen is a financial advisor who has been in the industry since 1991. Shawn is currently registered with Thrivent Advisor Network, LLC. Shawn is also registered with the states of Nebraska and Texas as an Investment Advisor Representative. Shawn has previously worked with THRIVENT INVESTMENT MANAGEMENT INC., PRINCOR FINANCIAL SERVICES CORPORATION, and AAL CAPITAL MANAGEMENT CORPORATION. Shawn holds the Series 6, 7, and 66 securities licenses. Shawn is a Chartered Financial Consultant. Shawn 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
1
2
NE
03/27/2023 - Present
Thrivent Advisor Network, LLC (OMAHA NE)
NE
10/12/2001 - 06/14/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Omaha NE)
IA
08/06/2001 - 10/10/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
01/14/1991 - 08/06/2001
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BOTH
Issued 12/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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