Michaella Petersen
Michaella Petersen is a CFP-designated registered investment advisor at Thrivent Investment Management INC., based in Omaha, NE, with 13 years of industry experience. Michaella is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 125,754 clients with $21B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.70% |
| $500K - $1.0M | 1.55% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are maximum annual percentages and vary by program type, household assets, and negotiation. Separately managed account programs have higher maximum fees (up to 2.50% for smaller accounts).
Fee Estimator
Location
11808 Miracle Hills Drive, Ste 110, Omaha, NE, 68154
Get directionsHistory
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.
Exams
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