Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Smith is a registered investment advisor representative with Thrivent Investment Management Inc. William Smith's firm has offices in Racine and Kenosha, Wisconsin. William Smith has been in the financial industry since 2013. William Smith holds Series 63 and Series 65 licenses and is currently registered in Wisconsin. William Smith has a total of 2 exams and 1 current registration.
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.
1
2
WI
11/04/2024 - Present
Thrivent Investment Management Inc. (Racine WI)
Active
Inactive
Not sure William Smith is the right advisor for you? Invested Better is here to help.
