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Simon P
Series 66
Loveland, CO
Thrivent Investment Management
Simon Peterson is a financial advisor with Thrivent Investment Management in Loveland, Colorado. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at First Trust Portfolios, Robert W. Baird, Raymond James Financial Services, and Impact Financial Strategies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations across various planning topics while keeping implementation separate.
Alyssa D
Series 66
Loveland, CO
Thrivent Investment Management
Alyssa Davis is a financial advisor with Thrivent Investment Management in Loveland, CO, holding a Series 66 designation and five years of industry experience. Her career includes roles at Thrivent Financial, Thrivent Investment Management Inc, Chapel & Collins, and Massage Heights. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various financial topics, with the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.
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