Brianne Leigh Peterson

Current Employers

Employment History

• 12/2016 → 07/2017
  Peopletec, Inc.
  Indianapolis, IN
• 07/2017 → 02/2020
  American United Life
  Indianapolis, IN
• 08/2017 → 02/2020
  Oneamerica Securities
  Indianapolis, IN
• 08/2015 → 12/2016
  Indiana University
  Bloomington, IN
• 02/2020 → Present
  Lpl Financial, Llc
  Indianapolis, IN
• 06/2020 → Present
  Global Retirement Partners, Llc
  Indianapolis, IN
• 08/2025 → Present
  Hub International Investment Services
  Kansas City, MO

Other Businesses

1. 2/13/2020 - CSI ADVISORY SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 4/14/2021 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 07/11/2020 - 80 Hours Per Month During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 07/2020. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 11/17/2021 - CSi Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/01/2020 - 160 Hours Per Month/160 Hours During Securities Trading. 4. 06/02/2022 - HUB - DBA: CSi Advisory Services a Division of HUB Internatio - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 5. 06/07/2022 - HUB - DBA: CSi Advisory Services a Division of HUB Internatio - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 6. 06/07/2022 - HUB International - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 7. 3/24/2023 - Marian University - Not Investment Related - 3200 Cold Spring Road Indianapolis, In 46222-1997 - Outside/W-2 Employment - Professor of Economics - Start Date - 08/23/2023 - 24 Hours Per Month/12 Hours During Securities Trading 8. 06/21/2024 - HUB International Investment Services Inc. - Other - Accommodation Broker Dealer - Investment Related - At Reported Business Location(s) - Start Date 06/01/2022 - 0 Hours Per Month/ During Trading 9. 12/12/2024 - Real Estate Rental - Investment Related - Indianapolis, IN - Start Date 07/29/2024 - 4 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-11
• S63 Uniform Securities Agent State Law Examination
  2020-03-13

Other Names

• Bri Ikerd
• Brianne Leigh Ikerd
• Bri Peterson