Willie
Smith

Thrivent Investment Management Inc

CRD#6640743
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Willie Smith is a financial advisor based in Fort Wayne, Indiana, working with Thrivent Investment Management Inc. Willie has previously held positions at Kingdom Agenda Management, The Rescue Mission, Thrivent Investment Management Inc, and Thrivent Financial. Willie has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Willie is part of Thrivent Investment Management Inc, which operates out of Fort Wayne, Indiana. The firm has 1,111 offices and 3,596 employees. The firm manages assets totaling $14.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Thrivent Investment Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2720 Dupont Commerce Ct
Fort Wayne, IN 46825

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$14,813,761,600

IN Average: $5,289,111,388
Total Number of Employees

3,596

IN Average: 157
Total Number of Accounts

42,439

IN Average: 8,262
Average Account Size

$349,060

IN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Willie Smith Work History

2016 - Present (8 years)

Thrivent Investment Management Inc

2016 - Present (8 years)

Thrivent Financial

2016 - 2016 (< 1 year)

Thrivent Financial

2015 - 2016 (1 year)

Kingdom Agenda Management

2011 - 2015 (4 years)

The Rescue Mission

Disclosures

Please visit the SEC profile of Willie Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thrivent Investment Management Inc

Toniette Flint
Watertown, WI
Kevin White
Blue Springs, MO
Grant Mengel
Schenectady, NY
Benjamin Tamms
Waukesha, WI
Rachel French
Astoria, OR
Justin Keeler
Federal Way, WA
Simon Blattstein
Schenectady, NY
James Dugan
Knoxville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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