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William John O'Doherty

Thrivent Investment Management Inc.

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About William John O'Doherty

William John O'Doherty is a financial advisor with Thrivent Investment Management Inc. William John O'Doherty has been in the industry since April 16, 2002, and holds the Series 66, Series 6TO, SIE and Series 7 licenses. William John O'Doherty is registered in 29 states and 2 IA states and has an active BC and IA scope. William John O'Doherty specializes in helping individuals and churches and non-profit sharing retirement accounts. William John O'Doherty is also a registered representative with Lutheran Brotherhood Securities Corp., which is no longer active.

Firm Information

William O'Doherty 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 O'Doherty’s Registration & Firm History

NJ

08/29/2022 - Present

Thrivent Investment Management Inc. (MONTVALE NJ)

MN

04/17/2002 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/29/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William John O'Doherty. Review regulatory record here.
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