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Robert Williams

Thrivent Investment Management Inc.

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About Robert Williams

Robert Williams is a financial advisor with over 17 years of experience in the financial services industry. Robert has a Series 66, Series 7 and Series 24 license and is registered with the state of Minnesota. Robert is currently employed with Thrivent Investment Management Inc. Robert has previously worked with Questar Capital Corporation, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Robert is an active member of the industry and holds a variety of certifications and licenses.

Firm Information

Robert Williams is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Williams’s Registration & Firm History

MN

04/26/2019 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

MN

12/23/2016 - 03/06/2019

QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)

MN

05/13/2009 - 10/10/2016

AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)

MN

09/28/2004 - 07/06/2007

AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)

MN

09/28/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/13/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Williams. Review regulatory record here.
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