Wayne M Peterson
Financial Consultant
.
CFP®, ChFC®, CLU®, LUTCF®, FIC, CLTC®
More about Wayne Peterson
I'm proud to be a Thrivent financial professional for more than forty years. I specialize in money management, retirement planning and insurance protection. No matter what life brings or what goals you have, I am here for you. My first priority is listening to you and helping you achieve financial clarity.
I am a California native and graduate of San Jose State. My wife, Karla, and I have two grown sons. I am an active member in my church and in my free time enjoy anything baseball. I coached both my sons from t-ball through their middle school years. I love a great...
My qualifications
- Agent
- Direct Participation Programs Representative
- General Securities Representative
- Investment Company Products and Variable Contracts Limited Representative
- CA Insurance Lic. #0634928
My state licenses
- Arizona
- Colorado
- Florida
- Idaho
- Illinois
- Kansas
- Massachusetts
- Minnesota
- Mississippi
- Montana
- Nevada
- New Mexico
- North Carolina
- Oregon
- South Dakota
- Tennessee
- Texas
- Utah
- 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.