LPL Financial
46yrs
Top advisor by experience in Sandy
New
Peter B Smith
Financial advisor at Thrivent Investment Management
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
OfficeSandy, UT
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Thrivent Investment Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Jan 2026 – nowThrivent Investment Management Inc.Current firm
Questions to ask Peter
Tailored to Peter’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call Thrivent Investment Management at 800-847-4836 and ask for Peter B Smith. Peter works from the Sandy, UT office.
How long has Peter been a financial advisor?
Peter is new to the profession, registered since Jan 2026, and holds 1 license.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Thrivent Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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