William Paul Maar

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

• 07/2002 → Present
  Thrivent Investment Management Inc
  Valparaiso, IN
• 07/2002 → Present
  Thrivent Financial For Lutherans
  Appleton, WI

Other Businesses

I SIT ON THE BOARD OF DIRECTORS OF THE PORTER COUNTY COMMUNTIY FOUNDATION, A NON PROFIT COMMUNITY ORGANIZATION. I ALSO SIT ON THEIR FINANCE COMMITTEE. SHOULD ANY CONFLICT OF INTEREST ARISE, WE ARE REQUIRED TO RECUSE OURSELVES.PORTER COUNTY COMM. FOUNDATION IS NOT INVESTMENT RELATED. START DATE OF RELATIONSHIP 4/08. APPROX. 3 HRS. PER MONTH DEVOTED TO ACTIVITY. APPROX. 1 HR PER MTH DEVOTED TO TRADING HOURS. NO DUTIES RELATING TO OTHER BUSINESS. I DO NOT ADVISE THE COMMITTEE OR THE BOARD ON THE INVESTMENTS FOR THE ORGANIZATION. MAAC FOUNDATION POSITION: President NATURE: The Muti Agency Academic Cooperative (MAAC) Foundation is a nonprofit organization formed in 2016 whose mission is to develop and maintain training opportunities for firefighters, law enforcement officers, and EMS personnel throughout Northwest Indiana. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2025 ADDRESS: 4203 Montdale Park Drive, Valparaiaso IN 46383, United States DESCRIPTION: - Support and uphold the mission of the MAAC Foundation - Strategic planning - Maintain accountability and review financial oversight - Strengthen programs and services provided by the MAAC Foundation - Approve and guide policy development and oversight - Oversee work of standing and advisory committees CITI CONDO ASSOCIATION, LLCC POSITION: Owner/Treasurer NATURE: CITI Condo Association, LLC's only purpose is to collect CAMs that cover the ongoing upkeep and liability insurance premiums of the outside of the office buildings complex. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2010 ADDRESS: 331 W 806 N, Valparaiso IN 46385, United States DESCRIPTION: I am 1/8th owner in the CITI Condo Association, LLC.As owner/treasurer I see that the bills for the ground keeping and insurance premiums get paid. The financial accounting is handle by an outside source. The Association meets at least annually for an hour or less to discuss any outside maintenance issues. There are no investments held, discussed or advised by the association.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-07
• S63 Uniform Securities Agent State Law Examination
  1995-07-25

Other Names

• Bill Maar