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Robert Petri   (#62)   (Rob)

Basic Information

Location
, WI
Email Address
 
Phone
414-433-4874
Mobile Phone
2627440900
Address

, WI  
USA


Personal Information

Spouse
Julie Petri

Biography

Full service financial advisory service including retirement income planning, savings accumulation planning, and risk management strategies.  Solutions will be developed including investments, tax advantaged strategies and insurance products.

Prior to joining Thrivent Financial, Rob had 25+ years experience in finance and accounting profession including industry (Vice President of Finance; Director of Worldwide Reporting) and pubic account (Senior Manager-Audit; Manager-Tax)

Education and Designations
 

  • Certified Public Accountant (CPA)
  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Investment Advisor
  • Life and Health insurance licenses
  • Bachelors of Science in Accounting - Univ of Wisconsin, Green Bay
  • Masters of Business Administration (MBA) - Univ of Wisconsin, Oshkosh