Michaella Petersen
Michaella Petersen is a CFP-designated registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 13 years of industry experience. Michaella 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
600 Portland Avenue South, Minneapolis, MN, 55415
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michaella sells and services fixed insurance contracts, dedicating minimal time to this activity. She also owns Thrivent Advisor Network, LLC (DBA RetirePath Advisors), an affiliated retail investment advisory firm (nearly full-time), and MAPRP, LLC, established for expenses related to her financial advising practice (minimal time).
Employment History
Current Registrations
Thrivent Investment Management INC.Broker
Thrivent Advisor Network, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations11 states
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.