Log in
Log in
Skip to main content
Advisor Image

Derek A Peterson

Advisor Image
Derek A Peterson
Wealth Advisor
.
CFP®, FIC, RICP®, CKA®
Part of the Greater Atlanta Group practice
3901 Roswell Rd Ste 200
Marietta, GA 30062
Charitable Giving /Philanthropy
Estate Planning
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 after decades of planning for and adjusting to their financial needs.


Our practice includes multi-generation families, a privilege that aligns with my personal dedication to my own family. My wife Jenny and I have teenagers, Fiona and Lars. We worship and serve together at Lutheran Church of the Redeemer in Midtown Atlanta where Jenny and I have leadership roles in Confirmation and Church Council and our kids participate in music and youth programs.


We support Lutheran Campus Ministry where I have served on the advisory board; Inspiritus (formerly Lutheran Services of Georgia); and Novus Way especially enjoying Lutheridge, and Lutherock.


I celebrate the gift of free time with family outings, sports activities, reading (especially history), movies, and riding out into God's world on my bicycle.


I will welcome the chance to speak with you about how I might help you.


My qualifications
  • Masters of Geography, University of Illinois at Urbana-Champaign
  • Bachelors of Geography, University of Georgia
  • Bachelors of Economics, University of Georgia
  • CERTIFIED FINANCIAL PLANNER®
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Certified Kingdom Advisor®
  • Series 7 - General Securities Representative
My state licenses
  • Alabama
  • Alaska
  • Arizona
  • California(Insurance Lic. #4549197)
  • Florida
  • Georgia
  • Kentucky
  • Michigan
  • Minnesota
  • Missouri
  • Nevada
  • North Carolina
  • Ohio
  • Oklahoma
  • South Carolina
  • Tennessee
  • Texas
  • Virginia

Insights

View all 
Insight image
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
View more
Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
View more
Office location
Marietta Location
3901 Roswell Rd Ste 200
Marietta, GA 30062
Phone770-565-9912Hours
Regularly: Monday - Friday, 9:00am - 5:00pm.
Available weekends and evenings as needed.
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.