William Weiss (CRD# 7237662) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Baxter, MN and has over 3 years of experience in the finance industry.
CRD# 4522588
Wells Fargo Advisors
CRD# 1661105
Raymond James Financial Services Advisors, Inc.
CRD# 5487548
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Oct 2020 - Current | 3 |
Thrivent Investment Management Inc. | Baxter, MN | Mar 2020 - Current | 4 |
Thrivent Financial | Appleton, WI | Mar 2020 - Oct 2020 | < 1 |
Unemployed | Pine River, MN | Jan 2020 - Mar 2020 | < 1 |
Camp Foley | Pine River, MN | Mar 2017 - Jan 2020 | 2 |
Theodore Roosevelt Medora Foundation | Medora, ND | Jun 2014 - Mar 2017 | 2 |
Campus Crusade For Christ | La Crosse, WI | Jun 2013 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- MN
- TX
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Total Assets Under Management14,814MILLIONS
-
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
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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