William Thomas Smith

Current Employers

Employment History

• 08/2013 → 12/2020
  Allstate
  Northbrook, IL
• 12/2019 → Present
  Thrivent Investment Management Inc
  Racine, WI
• 01/2021 → 04/2021
  Thrivent Financial
  Appleton, WI
• 04/2021 → Present
  Thrivent Financial
  Appleton, WI

Other Businesses

ARC OF RACINE COUNTY POSITION: Board Member NATURE: Charitable non-profit, advocate for students with developmental and intellectual disabilities INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2022 ADDRESS: 6216 Washington Avenue St C-5, Racine WI 53406, United States DESCRIPTION: Meeting monthly and help strategic course of organization LAKESHORE PEDAL TOURS POSITION: Pedal Tour Bike Captain NATURE: 14 person pedal powered, open air pedal bike to take people around Kenosha for birthday parties, anniversaries, weddings, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2026 ADDRESS: 625 57th Street, kenosha WI 53140, United States DESCRIPTION: I will be in charge of driving the pedal bike accross town for, taking clients to destinations of their choice. GOOD SHEPHARD LUTHERAN CHURCH POSITION: Assistant to Church secretary NATURE: Helping to back up the church secretary for answering phone calls and meeting people. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/07/2026 ADDRESS: 4311 104th Street, Pleasant Prairie WI 53158, United States DESCRIPTION: Answer phone calls and direct people who come into the church office.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-01
• S63 Uniform Securities Agent State Law Examination
  2020-12-17