William
Wall

Thrivent Investment Management Inc

CRD#7484435
Investment Advisor
in Fairview, TN

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About this Advisor

William Wall is a financial advisor working in Fairview, Tennessee with a total of 1 year of relevant experience. Wall is on the advisory team at Thrivent Investment Management Inc. Over the course of their career, they have held roles at Thrivent Investment Management Inc, Lee Ficken (Thrivent), Sidewalk Prophets, Steadfast Coffee, Cloverton, Drum Lessons & Drums For Hire and Thrivent Financial. Wall has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Tennessee and Texas. Thrivent Investment Management Inc is an advisory firm that has its headquarters in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 people on staff. It manages $13 billion in total assets among its 40,990 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 40,990 client accounts, just 13% belong to high-net-worth clients who have at least $1 million in assets available to invest. Thrivent Investment Management Inc offers a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees typically depend on which services the firm provides the client. However, fee types charged by Thrivent Investment Management Inc likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7101 Adams Dr
Fairview, TN 37062

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

TN Average: 157
Total Number of Accounts

40,990

TN Average: 8,262
Average Account Size

$304,709

TN Average: $640,173

Investment Advisory Services

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

William Wall Work History

William has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Thrivent Investment Management Inc

2022 - Present (2 years)

Thrivent Financial

2022 - 2022 (< 1 year)

Lee Ficken (Thrivent)

2018 - 2021 (3 years)

Sidewalk Prophets

2018 - 2018 (< 1 year)

Steadfast Coffee

2014 - 2017 (3 years)

Cloverton

2012 - 2014 (2 years)

Drum Lessons & Drums For Hire

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Wall 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

Daniel Demers
Stevens Point, WI
Kelly Walter
Glen Burnie, MD
Janine Amundson
Minneapolis, MN
Julie Pressnell
Tampa, FL
Matthew Dendinger
Ponca, NE
Kelsey Esswein
Torrance, CA
Ryan Anderson
Sioux Falls, SD
Paul Gamache
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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