William
Roebuck

Thrivent Investment Management Inc

CRD#7506552
Investment Advisor
in Cleveland, TN

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About this Advisor

William Roebuck is a financial advisor based in Cleveland, Tennessee, working with Thrivent Investment Management Inc. William has previously held positions at Thompson, Price, Scott, Adams & Co, Pa, Arnett, Kirksey, Kimsey, Sullivan, Lay & Hall, Pllc, Mix 104.1 Wcle, Lee University, Thrivent Investment Management Inc, and Thrivent Financial. William has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, William is part of Thrivent Investment Management Inc, which operates out of Cleveland, Tennessee. 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

Cleveland, TN

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$14,813,761,600

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

3,596

TN Average: 157
Total Number of Accounts

42,439

TN Average: 8,262
Average Account Size

$349,060

TN Average: $640,173

Investment Advisory Services

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

William Roebuck Work History

2022 - Present (3 years)

Thrivent Investment Management Inc

2022 - Present (3 years)

Thrivent Financial

2022 - 2022 (< 1 year)

Thrivent Financial

2019 - 2022 (3 years)

Thompson, Price, Scott, Adams & Co, Pa

2017 - 2019 (2 years)

Arnett, Kirksey, Kimsey, Sullivan, Lay & Hall, Pllc

2013 - 2017 (4 years)

Mix 104.1 Wcle

2012 - 2016 (4 years)

Lee University

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Disclosures

Please visit the SEC profile of William Roebuck 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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