Phillip J Williams

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

• 11/2025 → Present
  Thrivent Investment Management Inc
  Minneapolis, MN
• 11/2025 → Present
  Thrivent Financial
  Appleton, WI
• 01/2024 → 11/2025
  Steph Swanson State Farm
  Golden Valley, MN
• 10/2023 → 01/2024
  Edge One
  Stoughton, WI
• 03/2023 → 10/2023
  Spire Credit Union
  Roseville, MN
• 08/2022 → 03/2023
  American Security And Investigations
  St. Paul, MN
• 01/2021 → 03/2023
  Servion Inc
  New Brighton, MN
• 01/2019 → 01/2021
  St. Paul Federal Credit Union
  St Paul, MN
• 01/2019 → 01/2021
  Running Aces
  Forest Lake, MN
• 01/2014 → 01/2019
  Associated Bank
  St Paul, MN

Other Businesses

FACEBOOK MARKETPLACE SALES POSITION: CEO NATURE: I get free items from family and facebook marketplace which I list on facebook marketplace for sale. I typically have 1-5 customers per day. Sales have ranged from $5-$700. Last year I estimate that I had $5000 in sales. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: 3104 Copper Oaks Draw, Woodbury MN 55125, United States DESCRIPTION: Finding free or low cost items, cleaning them, photographing them, posting them for sale on Facebook Marketplace, and selling the items. RENTAL PROPERTY POSITION: Owner NATURE: Single family home rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 2107 6th st n, n st paul MN 55109, United States DESCRIPTION: Property management

Exams

• S66 Uniform Combined State Law Examination
  2026-02-20

Other Names

• Phil Williams