William Peter Berezansky

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

• 06/2015 → 10/2024
  Kpmg
  Albany, NY
• 12/2024 → Present
  Thrivent Investment Management Inc
  Ormond Beach, FL
• 10/2024 → 12/2024
  Unemployed
  Palm Coast, FL
• 01/2025 → 07/2025
  Thrivent Financial
  Appleton, WI
• 07/2025 → Present
  Thrivent Financial
  Appleton, WI

Other Businesses

ROTARY CLUB OF FLAGLER BEACH POSITION: Board Member NATURE: Local chapter of Rotary International, a volunteer service organization comprised of business people and concerned citizens contributing to area quality of life INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2025 ADDRESS: P.O. Box 2005, Flagler Beach FL 32136, United States DESCRIPTION: Assist with stewardship of the organization and support fundraising efforts for sponsorship opportunities. SCORE POSITION: Mentor Volunteer NATURE: Volunteer organization that mentors business owners and entrepreneurs INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/21/2026 ADDRESS: 305 Magnolia Street, New Smyrna Beach FL 32168, United States DESCRIPTION: Mentor small business owners and entrepreneurs 1/1 on their business challenges for overall growth

Exams

• S66 Uniform Combined State Law Examination
  2025-03-03

Other Names

• Bill Berezansky