Unclaimed
William Daniel Metheny is a financial advisor registered with Thrivent Investment Management Inc. William has been in the financial industry for over 20 years and is registered in several states, including South Dakota, Arizona, Colorado, Iowa, Minnesota, Nebraska, North Dakota and South Dakota. William has Series 7 and Series 66 licenses, and he is a registered investment advisor in South Dakota. William has a specialization in financial planning and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
SD
08/18/2004 - Present
Thrivent Investment Management Inc. (YANKTON SD)
BOTH
Issued 03/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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