Willis Uhlich, financial advisor Wahpeton ND

Willis Uhlich

CRD Number: 5605642
Current Firm: Thrivent Investment Management Inc.

Willis Uhlich (CRD# 5605642) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wahpeton, ND and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Investment Management Inc. Wahpeton, ND Oct 2008 - Current 15
Thrivent Financial For Lutherans Appleton, WI Oct 2008 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Willis E. Uhlich
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    14,814
    MILLIONS
  • Total Number of Accounts
    42,439
    ACCOUNTS
  • Average Account Value
    $349,060
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, WY

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