William David Annis

Employer firm

Thrivent Investment Management Inc. CRD 18387

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 03/2017
  Orthopedic Specialists & Sports Medicine
  Newark, OH
• 03/2017 → 06/2017
  Unemployed
  Marshall, MI
• 06/2017 → Present
  Thrivent Investment Management Inc
  Marshall, MI
• 09/2017 → 11/2017
  Thrivent Financial
  Appleton, WI
• 11/2017 → Present
  Thrivent Financial
  Appleto, WI

Other Businesses

ROTARY CLUB OF MARSHALL POSITION: Foundation President NATURE: Rotary Club is a service organization in the community. We meet weekly and have community members/leaders present as we learn more about community. It has a foundation that promotes projects for local non-profits through grants in support of our community. It is part of an international club. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 06/19/2024 ADDRESS: PO Box 212, Marshall MI 29068, United States DESCRIPTION: Board review non-profit request for funds for grants to be used to support local non-profit projects in the community. There will be an investment committee to provide direction for investing and maintaining the foundation funds. BATTLE CREEK AREA HABITAT FOR HUMANITY POSITION: Board Chair NATURE: Provide home ownership to families who otherwise would not be able to own a home. Resells furniture building supplies and appliances to support the mission. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2025 ADDRESS: 286 Capital Ave NE, Battle Creek MI 49017, United States DESCRIPTION: Provide leadership and organization support to management of the Habitat affiliate. Help determine the direction of the organization through budgets and strategic planning. MOBILE MEALS OF MARSHALL POSITION: treasurer NATURE: This is a meals on wheels volunteer organization. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2022 ADDRESS: PO Box 902, Marshall MI 49068, United States DESCRIPTION: Functions as the financial oversight, preparing meeting reports, year-end reports, budgets and other filings as required to maintain the not-for-profit status. Billing is done by another member and check writing is handled by the Secretary.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-01

Other Names

• William Annis