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William Barclay Bohmer

Thrivent Investment Management Inc.

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About William Barclay Bohmer

William Bohmer is a financial professional with over 27 years of experience in the industry. William is registered with Thrivent Investment Management Inc. and has been with them since 2002. Previously, William worked with Lutheran Brotherhood Securities Corp. William's current registrations are active in California, Montana, Oklahoma, and Texas. William has earned the Certified Financial Planner designation and holds the Series 6, 7, and 66 licenses. William works with individuals, high-net-worth individuals, churches, non-profit sharing retirement accounts, and corporations or other businesses. William provides financial planning and portfolio management services. William has a branch office in Temecula, California and Great Falls, Montana.

Firm Information

William Bohmer 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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William Bohmer’s Registration & Firm History

CA

12/06/2007 - Present

Thrivent Investment Management Inc. (Temecula CA)

MN

07/14/1995 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/15/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2001

Series 7 - General Securities Representative Examination

BC

Issued 07/13/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for William Barclay Bohmer. Review regulatory record here.
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