Derek A Peterson
Wealth Advisor
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CFP®, FIC, RICP®, CKA®
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About Derek Peterson
- FINRA Series 07 General Securities Representative
- FINRA Seies 66 Uniform Combined State Law
- Master of Science, Geography, University of Illinois, 1997
- A.B. Economics and Geography, University of Georgia, 1994
- Thrivent Financial Representative since 2003.
I'm proud to be a Thrivent professional continuing the financial planning practice that my mother Mary Peterson started almost 30 years ago. She and I worked as partners before her retirement a few years ago. I am honored that many of our clients continue to have confidence in me...
My qualifications
- Masters of Geography, University of Illinois at Urbana-Champaign
- Bachelors of Geography, University of Georgia
- Bachelors of Economics, University of Georgia
- General Securities Representative
My state licenses
- Alabama
- Alaska
- Arizona
- Colorado
- Florida
- Georgia
- Indiana
- Kentucky
- Minnesota
- Missouri
- Nevada
- North Carolina
- Ohio
- Oklahoma
- South Carolina
- Texas
- Virginia
- Washington
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.