Devin Peterson, Ricp® Email and Phone Number
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Brighter Retirement Advisors, LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Brighter Retirement and its representatives are properly licensed or exempt from licensure. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Advisor representative registration requirements, or an applicable exemption or exclusion. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are permitted to post or publish any form of testimonial which is related to our investment advisory services provided certain disclosures. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we include required disclosures when accepting any recommendations or endorsements.Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Brighter Retirement does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.[if applicable]Insurance products and services are offered and sold through Brighter Retirement and individually licensed and appointed insurance agents.
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PresidentBrighter Retirement Advisors, Llc Jan 2018 - PresentLehi, Ut"Life" is all about improvement. And "Retirement Life" is not any different. Smarter finances and a brighter purpose create an environment for us to thrive daily in retirement. Brighter Retirement is about using proven planning methods, new technologies and charitable tax strategies to improve and invigorate your current retirement plan's rate of success. We are a comprehensive planning firm that specializes in charitable planning for retirees that value what they give each year just as much as what they get each year. -
Board MemberAlzheimer'S Association® Jan 2019 - Present -
Executive DirectorMiles For Smiles Utah (Non-Profit) Apr 2012 - Mar 2022Orem, UtMiles for Smiles- Run. Serve. Smile.I am a blessed man. I have been given so much in my life from my health to my career opportunities to my family. And I have all this out of no merit to myself but I owe it all to the faithful efforts of my parents to raise me and the blessings of the All Mighty. For years I have felt a strong urge to create an opportunity or organization that would serve others and bring joy into their lives. So naturally I looked at things that brought me joy, such as running, and looked for a way to share that same feeling with others. Two years ago after we had our first son I found a way that I could transplant the joy that I felt while running into others. Every morning I would take my son on long runs in his jogging stroller and see him enjoying the scenery, learning words for all the animals that we saw and smiling while waiving at everyone we passed. These runs brought him so much joy partly because he got out of the house and got active. Surely there were other runners that wanted to share their joy right? And surely there were individuals that for what ever reason couldn't get out and run right? So I thought, "Lets put those two groups together and see how many smiles we can create". And sure enough the response from runners wanting to serve others has been phenomenal. And the organizations that support groups of disabled adults and children have hailed it as a wonderful opportunity for these individuals to get out and participate in the community. They have been so grateful to see athletes and members of the community come together to support these disabled individuals and remind them of how special they are. My motivation to continue organizing events for Miles for Smiles is somewhat selfish in that each smile I play a part in creating either for the runner or the wheelchair rider amplifies the joy I get from running. And it reminds me that I would be nowhere without the help of others assisting me through life.
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Investment Advisor Representative, Retirement Income Certified Professional®The Norden Group May 2015 - Dec 2017Orem, UtInvestment Advisory Representative with Allegis Investment Advisorsan SEC Registered Investment Advisor591 Park Ave. Suite #101 Idaho Falls, ID 83402 -
Account Representative/ Sales Counselor/ National Sales CoachPrecoa Dec 2012 - Dec 2016Orem, Ut- Provo, UtJob Description/Achievements: -Manage relationships with client business owners -Create and Execute local marketing plan -Generated $1.1M in client contracts -Co-Created a national coaching program with a focus on increasing close rates -Developed concepts and content for multiple prototype marketing lead programsPRECOA:We consult with families that are looking to plan their final arrangements. We help them plan and fund these arrangements so that when they pass their family will not be burdened with the funeral planning and financial obligations. Through this service we create an environment where families can begin to heal when they lose a loved one. -
Financial Services ProfessionalMassmutual Financial Group Oct 2014 - May 2015Orem, UtKnowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.MassMutual and PRECOA give me the unique opportunity to reach more families, touch more lives, and bless future generations. -
Sales Rep/ ManagerPinnacle Security Feb 2005 - Nov 2012Orem, Ut• Recruited and Managed sales representatives and technicians that generated $11.8 million in revenue, 2006-2010.• Recruited and Managed sales representatives and technicians that generated $11.8 million in revenue, 2006-2010.• Generated $1.8 million in individual sales revenue through a direct sales model (door-to-door).• Awarded Manager of the Year and Top Office of the Year in 2007- highest office production nationwide out of 35 offices.• Achieved #2 in the company for upsells in 2005 as a first year sales rep- 1500% above the company average.• Received the 1000 Club Award in 2011. -
Molecular Genealogy Lab TechnicianBrigham Young University Aug 2001 - May 2002A program at BYU that was aimed at connecting the world together through the understanding of common DNA base pairing. Theoretically your DNA can tell us geographically where your ancestors lived hundreds of years ago. Amazing technology.• Extracted 20,000+ DNA samples and completed beginning stage DNA extraction, PCR analysis, and digital base pair matching.• Briefed large groups of students and staff on technical procedures and advantages of our program’s approach to genealogy mapping
Devin Peterson, Ricp® Skills
Devin Peterson, Ricp® Education Details
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Business Administration And Management -
Business Administration And Management, General
Frequently Asked Questions about Devin Peterson, Ricp®
What company does Devin Peterson, Ricp® work for?
Devin Peterson, Ricp® works for Brighter Retirement Advisors, Llc
What is Devin Peterson, Ricp®'s role at the current company?
Devin Peterson, Ricp®'s current role is President at Brighter Retirement Advisors, LLC.
What is Devin Peterson, Ricp®'s email address?
Devin Peterson, Ricp®'s email address is de****@****lth.com
What is Devin Peterson, Ricp®'s direct phone number?
Devin Peterson, Ricp®'s direct phone number is +180188*****
What schools did Devin Peterson, Ricp® attend?
Devin Peterson, Ricp® attended Brigham Young University, The American College Of Financial Services, Brigham Young University.
What are some of Devin Peterson, Ricp®'s interests?
Devin Peterson, Ricp® has interest in Children, Ultra Marathons, Triathlons, Cycling, Service Runs (Miles For Smiles), I Love Being Active, Crossfit, Marathons.
What skills is Devin Peterson, Ricp® known for?
Devin Peterson, Ricp® has skills like Retirement Income Strategies, Comprehensive Planning, Financial Planning, Customer Service, Leadership, Public Speaking, Strategic Planning, Investments, Retirement Planning, Fixed Income.
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