Peter Go
THRIVENT INVESTMENT MANAGEMENT
West Bend, WI
Some features on this profile are disabled
CRD#: 7097251
Professional summary
Peter Go, CFP® is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in West Bend, Wisconsin.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Peter has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
KETTLEBROOK CHURCH INC. POSITION: Chair of the Finance Committee NATURE: Kettlebrook Church is a non-denominational church and their websites describes the church's focus as seen below."We are a spiritual family thathave decided to follow this incredible man, Jesus Christ, and have begun to orient our lives around Him. We are at various points on our spiritual journey with Him however, the important thing is not where we are, but what direction we are moving in." INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2022 ADDRESS: 2378 West Washington Street, West Bend WI 53095, United States DESCRIPTION: I will be running quarterly meetings with the committee to review the budget and if necessary, to make any changes and ultimately approve the budget. RENTAL PROPERTY POSITION: Owner/Landlord NATURE: Mixed-use two-unit rental property in West Bend, WI. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 03/30/2021 ADDRESS: 548/546 S Main St, West Bend WI 53095, United States DESCRIPTION: My wife and I will be the property managers for the building. PRIVATE BASEBALL LESSONS POSITION: Instructor NATURE: I will be providing private baseball lessons for youth baseball players in the realms of hitting, pitching fielding, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2022 ADDRESS: 1013 Fairfield Ln, West Bend WI 53090, United States DESCRIPTION: I will be working with youth on an individualized basis to work with them on their desired areas of baseball that they want to improve. FAMILY PROMISE OF WASHINGTON COUNTY POSITION: President of the Board of Directors NATURE: Family Promise is a non-profit organization that rebuilds lives with compassion by providing resources and services that prevent and end homelessness for individuals and families in Washington County. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2022 ADDRESS: 450 E Water St, West Bend WI 53095, United States DESCRIPTION: - Create and further the organization's mission and values- Selecting, Supporting, and Reviewing the Executive Director- Organizational Planning- Serving on committees- Attend monthly one-hour board meetings PGG INVESTMENTS, LLC POSITION: Owner/Landlord NATURE: Mixed-use two-unit rental property in West Bend, WI. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2021 ADDRESS: 548/546 S Main St, West Bend WI 53095, United States DESCRIPTION: My wife and I will be the property managers for the building. BARREL BANTER LLC POSITION: Podcast Co-Host NATURE: The business is co-owned equally between my brother, David Go and myself. The LLC was created to own The Barrel Banter Podcast. A podcast focused on covering the Milwaukee Brewers baseball team. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2020 ADDRESS: N62W14724, Milwaukee WI 53051, United States DESCRIPTION: The duties of the role is acting as co-host of the podcast for an occasional episode or to serve as a guest on other sports podcasts to discuss the Milwaukee Brewers. The podcast will no longer be releasing
CRS (Client Relationship Summary) - RIA
Click below to view Peter Go's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Peter Go's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2022
Experience
Current
January 10, 2020 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #2: 6900 E Joy Rd, Ann Arbor, MI 48105Office #3: 1625 E Washington St, West Bend, WI 53095RIA
BD
CRD#: 18387
West Bend, WI
Current
August 29, 2019 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 6900 E Joy Rd, Ann Arbor, MI 48105Office #2: 1625 E Washington St, West Bend, WI 53095RIA
BD
CRD#: 18387
Ann Arbor, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(8/27/2025)
RR
Arizona(8/27/2025)
RR
Arkansas(8/27/2025)
RR
California(8/27/2025)
RR
Colorado(8/27/2025)
RR
Connecticut(9/24/2021)
RR
Florida(5/13/2021)
RR
Georgia(8/27/2025)
RR
Idaho(5/13/2021)
RR
Illinois(5/13/2021)
RR
Indiana(8/27/2025)
RR
Iowa(5/13/2021)
RR
Kentucky(8/27/2025)
RR
Louisiana(8/27/2025)
RR
Maryland(5/13/2021)
RR
Massachusetts(8/27/2025)
RR
Michigan(4/3/2023)
IAR
Michigan(2/2/2024)
RR
Minnesota(1/8/2024)
RR
Missouri(8/27/2025)
RR
Nebraska(8/27/2025)
RR
Nevada(8/27/2025)
RR
New Hampshire(8/27/2025)
RR
New Mexico(8/27/2025)
RR
New York(8/27/2025)
RR
North Carolina(5/13/2021)
RR
Ohio(8/28/2025)
RR
Oklahoma(8/27/2025)
IAR
Oklahoma(9/2/2025)
RR
Oregon(5/13/2021)
RR
Pennsylvania(5/14/2024)
RR
South Carolina(5/13/2021)
RR
Tennessee(8/27/2025)
RR
Texas(5/13/2021)
IAR
Texas(5/13/2021)
RR
Utah(8/27/2025)
RR
Virginia(8/27/2025)
RR
Washington(8/27/2025)
RR
Wisconsin(1/10/2020)
IAR
Wisconsin(1/10/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/29/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
600 Portland Avenue South, Minneapolis, MN 55415
Phone number
+1 (800) 847-4836
Established
Delaware since 07/29/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
3,846
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THRIVENT FINANCIAL HOLDINGS, INC. | OWNER | |
| BIRR, THOMAS JOHN | VICE PRESIDENT | 4148092 |
| BOUSU, CALEB ANTHONY | DIRECTOR | 7877353 |
| CECERE, NICHOLAS M | DIRECTOR | 1513551 |
| GILCHRIST, TONIA NICOLE JAMES | CHIEF LEGAL OFFICER & SECRETARY | 4777233 |
| GOLIS, ANDREA CORIN | CHIEF COMPLIANCE OFFICER | 1401462 |
| JOHNSON, ARIKA VIKTORIA | DIRECTOR | 5580869 |
| JOHNSTON, PAUL ROBERTS | DIRECTOR | 2065882 |
| KLOSTER, DAVID JACOB | PRESIDENT | 2523240 |
| NORGARD, ANDREW DYLAN | TREASURER | 6868385 |
Regulatory assets under management
| Total Number of Accounts | 48,940 |
| AUM (Assets Under Management) | $ 17,499,525,490 |
Disclosures
| Regulatory Event | 8 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2024 | ||
| 01/25/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
