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Credentials
Series 66
Experience Industry experience
13 years
Location
Hughes Springs, TX
Thrivent Investment Management
Institution
Brian Peters is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019 and previously worked at T. Rowe Price from 2012 to 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.
Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.
Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.
Hughes Springs, TX
Hughes Springs TX
Advisors at this office
1
Colorado · Oklahoma · Texas
13 years of industry experience
Thrivent Financial
2019 - Present • 7 years
Appleton, WI
Thrivent Investment Management Inc
2019 - Present • 7 years
Colorado Springs, CO
Thrivent Financial
2019 - 2019 • 1 year
Appleton, WI
T. Rowe PRice
2012 - 2019 • 7 years
Colorado Springs, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Daingerfield, TX
Sutterfield Financial Group, Inc.
Daniel Strickland is a financial advisor with Sutterfield Financial Group, Inc. in Daingerfield, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Sutterfield Financial Group since 2011. Outside of his advisory role, he serves as CFO of COX LOGISTICS LLC, a transportation trucking company. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm integrates portfolio management with accounting, tax preparation, and captive insurance services, employing proprietary model allocations monitored by an internal investment committee.
Series 66
Daingerfield, TX
Edward Jones
Bret Mc Coy is a financial advisor with Edward Jones in Daingerfield, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Mc Coy is involved in ranching as an owner and partner of JMc Cattle Company in Naples, TX. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and maintains a large national network of financial advisors and branch offices.
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