Joseph Francis Peterson

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2023 → 05/2025
  Courtney Myers - Thrivent Financial
  Eden Prairie, MN
• 05/2019 → 08/2023
  Braemar Golf Course
  Edina, MN
• 10/2022 → 06/2023
  Escuelas Bosque
  Madrid
• 06/2018 → 08/2018
  Minikahda Country Club
  Minneapolis, MN
• 03/2016 → 06/2018
  Lunds & Byerly's
  Edina, MN
• 12/2023 → 05/2025
  X-Golf
  Eden Prairie, MN
• 11/2024 → 02/2026
  Thrivent Investment Management Inc
  Eden Prairie, MN
• 08/2014 → 05/2018
  Southwest Senior High School
  Minneapolis, MN
• 08/2018 → 05/2022
  Saint Johns University
  Collegeville, MN
• 02/2021 → 05/2021
  Saint John's University Athletic Department
  Collegeville, MN
• 05/2025 → 02/2026
  Thrivent Financial
  Appleton, WI
• 02/2026 → Present
  Kestra Investment Services, Llc
  Plymouth, MN
• 02/2026 → Present
  Kestra Advisory Services, Llc
  Plymouth, MN

Previous Registrations

• 2025-04-28 → 2026-02-25
  Thrivent Investment Management Inc.
  Eden Prairie, MN
  Cottage Grove, MN
  Minneapolis, MN

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/09/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: NFP POSITION: Associate Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/09/2026 ADDRESS: 505 Highway 169 N, Plymouth MN 55441, United States DESCRIPTION: Assist advisor with providing financial planning and wealth management

Exams

• S66 Uniform Combined State Law Examination
  2025-04-26

Other Names

• Joe Peterson