William Wedde (CRD# 4929475) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in San Clemente, CA and has over 10 years of experience in the finance industry.
Since 2005, I have enjoyed serving individuals, churches and non-profit organizations as a Financial Consultant with Thrivent Financial. Initially founded in 1902, Thrivent is a membership organization of Christians currently #333 on the 2015 Fortune 500 list, has over 100 Billion in client assets under management. Thrivent has been named "One of the World's Most Ethical Companies" by the Ethisphere Institute for five consecutive years, 2012 through 2016!
Building long-term relationships is important to me. We'll begin by identifying what's most important to you; your goals, your dreams, making sure you protect your loved ones. Working together, we'll align your values to your investments and improve your likelihood of accomplishing your dreams.
Specialties: Financial planning, retirement savings strategies, wealth management and protection, tax-efficiency of investments and income, retirement income strategies, personal income protection, family protection, insurance, charitable strategies and wealth transfer. Contact me today to arrange a time to work together toward your financial success.
For important disclosure information, visit thrivent.com/disclosures
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Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Investment Management Inc. | San Clemente, CA | Mar 2005 - Current | 19 |
| Thrivent Financial For Lutherans | Appleton, WI | Mar 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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