Peter Pius (CRD# 3232851) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Kalispell, MT and has over 24 years of experience in the finance industry.
CRD# 4970862
Stack Financial Management Inc.
CRD# 5572109
D.a. Davidson & Company
CRD# 5679476
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Sep 2020 - Current | 3 |
Thrivent Investment Management Inc. | Kalispell, MT | Jul 2020 - Current | 3 |
Thrivent Financial | Appleton, WI | Jul 2020 - Sep 2020 | < 1 |
Northwestern Mutual Investment Services LLC | Kalispell, MT | Dec 2019 - Jun 2020 | < 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2019 - Jun 2020 | < 1 |
Franz Family Bakery | Portland, OR | Dec 2016 - Oct 2019 | 2 |
Pepperidge Farms | Norwalk, CT | Sep 2016 - Dec 2016 | < 1 |
Voortmans Cookies | Burlington, | Sep 2015 - Sep 2016 | 1 |
Boyds Coffee Company | Portland, OR | Jun 2014 - Sep 2015 | 1 |
Flowers Bread Bakery | Modesto, CA | Mar 2014 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 1999 |
S63 | Uniform Securities State Law Examination | May 2020 |
S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- MT
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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