Brian
Peters

Thrivent Investment Management Inc

CRD#6123596
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Brian Peters is a financial advisor who works out of Colorado Springs, Colorado, who has 4 years of industry experience. Peters currently works for Thrivent Investment Management Inc. Their career trajectory has included roles at T. Rowe Price, Thrivent Investment Management Inc and Thrivent Financial. Peters holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Colorado, Oklahoma and Texas. Thrivent Investment Management Inc is an advisory business headquartered in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 people on staff. It manages $13 billion in total assets among its 40,990 customer accounts, placing it among the largest firms in the United States by assets under management. Of its 40,990 customer accounts, just 13% are held by high-net-worth individuals who have greater than $1 million in assets. Thrivent Investment Management Inc performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely depend on the type of services provided. Fee types charged by Thrivent Investment Management Inc can consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2060 Briargate Parkway Ste 120
Colorado Springs, CO 80920

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

CO Average: $5,289,111,388
Total Number of Employees

3,548

CO Average: 157
Total Number of Accounts

40,990

CO Average: 8,262
Average Account Size

$304,709

CO Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brian Peters Work History

Brian has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Thrivent Investment Management Inc

2019 - Present (5 years)

Thrivent Financial

2019 - 2019 (< 1 year)

Thrivent Financial

2012 - 2019 (7 years)

T. Rowe Price

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Peters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thrivent Investment Management Inc

Melissa Murphy
Appleton, WI
Daniel Demers
Stevens Point, WI
Tanya Dean
Mondovi, WI
Margaret Carter
Chicago, IL
Paul Hawkins
Blue Springs, MO
Janine Amundson
Minneapolis, MN
Robert Swearingen
Minneapolis, MN
Ryan Anderson
Sioux Falls, SD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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