William MashkeCRD Number: 1793443
Current Firm: Thrivent Investment Management Inc.
William Mashke (CRD# 1793443) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Saint Joseph, MI and has over 29 years of experience in the finance industry.
Kfg Wealth Management, LLC
Questar Asset Management, Inc.
|Thrivent Financial For Lutherans||Appleton, WI||Jul 2002 - Current||14|
|Thrivent Investment Management Inc.||St Joseph, MI||Jul 2002 - Current||14|
|Thrivent Financial Bank||St Joseph, MI||Jul 2002 - Dec 2012||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1988|
|S65||NASAA Investment Advisors Law Examination||Jul 2002|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV