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Peter Krum

26 Years of Experience
Lewistown, PA
1 DisclosureBroker

Peter Krum is a registered investment advisor at Thrivent Investment Management INC., based in Lewistown, PA, with 26 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.

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Location

507 S. Main St., Lewistown, PA, 17044

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History

Regulatory History (1)
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Customer Dispute
September 2007
Denied
Other Business Activities

Peter is a co-owner of P and P Weiners, a weekend hot dog cart in State College, PA, selling hot dogs and related foods. This activity takes about 10-20% of his time and is not investment-related.

Employment History
Current Registrations
Thrivent Investment Management INC.
May 2004 - Present · 22 yrs
Thrivent Investment Management INC.
July 2002 - Present · 23 yrs 10 mos
Thrivent Investment Management INC.Broker
July 2002 - Present · 23 yrs 10 mos
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
March 2001 - July 2002 · 1 yr 4 mos
Pruco Securities CorporationBroker
September 1999 - March 2001 · 1 yr 6 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.