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William John Swindlehurst

Thrivent Investment Management Inc.

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About William John Swindlehurst

William Swindlehurst is a financial advisor with over 6 years of experience. William is currently registered with Thrivent Investment Management Inc. and is licensed to provide financial services in Minnesota. William previously worked at Amerprise Financial Services, Inc. William has passed the Series 63, Series 66, Series 7 and SIE exams. William has expertise in both financial planning and portfolio management for individuals. William currently works with individuals, churches, and non-profit sharing retirement accounts.

Firm Information

William Swindlehurst 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 Swindlehurst’s Registration & Firm History

MN

11/11/2016 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

MN

03/31/2009 - 01/23/2015

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/10/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/21/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William John Swindlehurst.
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