Trevor Petty
Financial Advisor
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About Trevor Petty
Trevor was born and raised in central Illinois. As a kid, his first job was as a paperboy and his dad helped him set up a mutual fund account to start saving and investing. His grandpa subscribed him to Kiplinger magazine and may have noticed something long before career decisions were really a consideration. After attending college at the University of Evansville, he would use some of those mutual funds as a...
My qualifications
- Bachelors of English Literature, University of Evansville
- Investment Adviser Representative
- Securities Industry Essentials
- General Securities Representative
- AR Insurance Lic. #21567919
- CA Insurance Lic. #4495314
My state licenses
- Alabama
- Colorado
- Florida
- Georgia
- Illinois
- Indiana
- Kansas
- Kentucky
- Michigan
- Minnesota
- Missouri
- Nevada
- New York
- North Carolina
- Ohio
- Oklahoma
- Tennessee
- Texas
- Wisconsin
Office location
Greenwood Village Location
9250 East Costilla Ave Suite 450
Greenwood Village, CO 80112
Phone970-576-5330Greenwood Village, CO 80112
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.