Peter B Smith
Investment adviser representative at Thrivent Investment Management Inc.
11 yearsExperience
4 statesRegistered in
$20.8BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Thrivent FinancialNov 2025 to now
- Thrivent Investment Management Inc.Nov 2025 to now
- Globe Life - Family Heritage DivisionJun 2025 to Nov 2025
- Morgan StanleyApr 2021 to Jun 2025
- E*tradeDec 2020 to Apr 2021
- Utah Higher Education AuthorityNov 2019 to Dec 2020
- Rockwell PointeAug 2019 to Nov 2019
- Security Service Federal Credit UnionAug 2018 to Aug 2019
- Men's WarehouseMay 2018 to Aug 2018
- Ruth Sulik TutoringJan 2018 to May 2018
- Blade HqOct 2017 to Jan 2018
- Church of Jesus Christ of Latter-day SaintsOct 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 4 states (DC, OK, TX, UT).
Thrivent Investment Management Inc.
$20.8BAssets managed
125,754Clients
3,179Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7320745
- Firm CRD
- 18387