William J Wesley

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

• 08/2019 → 05/2022
  The Wesley Foundation
  Athens, GA
• 01/2016 → 05/2019
  Student
  Athens, GA
• 05/2019 → 08/2019
  Unemployed
  Athens, GA
• 05/2022 → 08/2022
  Unemployed
  Athens, GA
• 08/2022 → 02/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2022 → 02/2024
  Northwestern Mutual Investment Services Llc
  Atlanta, GA
• 10/2023 → 02/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2024 → 05/2024
  Symmetry Financial Group
  Augusta, GA
• 06/2024 → Present
  Thrivent Investment Management Inc.
  Minneapolis, MN
• 06/2024 → Present
  Thrivent Financial
  Appleton, WI

Other Businesses

WRITING A NEWSLETTER POSITION: Writer NATURE: I will be sending out a weekly newsletter to a hopefully growing list of subscribers. The content will be focused exclusively on Christian concepts. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 2975 Fox Spring Circle, Augusta GA 30909, United States DESCRIPTION: I will be writing a weekly newsletter about various aspects of Christianity. SEARCH ENGINE OPTIMIZATION FOR LOCAL BUSINESSES POSITION: Sole practitioner NATURE: I will be leveraging Search Engine Optimization (SEO) to generate traffic and clients for local business owners. The businesses I will be doing this for will be home services like tree removal, roof replacement, landscaping, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2024 ADDRESS: 2975 Fox Spring Circle, Augusta GA 30909, United States DESCRIPTION: I will be creating websites and doing SEO for these websites in order to get them into a higher position on a Google search. EMAIL MARKETING POSITION: Sole Proprietor NATURE: The focus of this is helping businesses, and content creators more effectively grow and monetize their email list. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/30/2025 ADDRESS: 789 Briarcliff Rd NE, Apt B4, Atlanta GA 30306, United States DESCRIPTION: I will be responsible for finding clients and executing email marketing campaigns.

Exams

• S66 Uniform Combined State Law Examination
  2024-06-21
• S63 Uniform Securities Agent State Law Examination
  2023-03-20

Other Names

• William John Wesley
• John Wesley