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William Pinkney Leach

Thrivent Investment Management Inc.

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About William Pinkney Leach

William Leach is a financial advisor with over 17 years of experience in the industry. William is currently registered with Thrivent Investment Management Inc. in New Jersey and District of Columbia. William is also registered with the Securities Industry and Financial Markets Association (FINRA) and holds Series 66, 7 and SIE licenses. William has previously worked with METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY and UBS FINANCIAL SERVICES INC. William provides financial planning and portfolio management services for individuals and businesses.

Firm Information

William Leach 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 Leach’s Registration & Firm History

NJ

07/10/2014 - Present

Thrivent Investment Management Inc. (LEBANON NJ)

NJ

06/06/2006 - 10/25/2010

METLIFE SECURITIES INC. (PISCATAWAY NJ)

NJ

06/06/2006 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (PISCATAWAY NJ)

NJ

02/07/2005 - 06/15/2006

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 02/18/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Pinkney Leach.
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