Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lucas Ochs is an investment advisor representative associated with Thrivent Investment Management Inc. William has been in the financial services industry for over eight years. William holds the Series 7TO and SIE licenses. William works with individual investors, high-net-worth individuals, corporations, and other businesses to provide financial planning and portfolio management services. William is a graduate of the University of Illinois.
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
IL
10/09/2024 - Present
Thrivent Investment Management Inc. (Newton IL)
BC
Issued 08/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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