William Mason Mahaffey

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

• 05/2026 → Present
  Thrivent Financial
  Appleton , WI
• 03/2026 → Present
  Thrivent Investment Management Inc
  Minneapolis, MN
• 10/2018 → 02/2026
  Four Seasons Kangaroof
  Roseville, MI
• 11/2025 → 02/2026
  Ao Globe Life
  Harrison Township, MI
• 01/2016 → 12/2018
  Full Time Education
  Dearborn, MI

Other Businesses

EVANS ANGELS POSITION: officer NATURE: family organized non profit dedicated in memory of my recently deceased brother who served as an active duty army combat medic. Every Christmas we organize donations and volunteers to provide support and gifts to soldiers and their families. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2025 ADDRESS: 4792 Cottick Dr, Caseville MI 48725, United States DESCRIPTION: This was my mothers big idea but she did not know how to set it up. I organized and formalized the non profit structure. My main responsibility is to participate in the annual group christmas events and vote on/give ideas to new support projects. AIRBNB POSITION: homeowner of the airbnb NATURE: I own an airbnb short term rental in caseville Mi INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 6740 Riverside dr, caseville MI 48725, United States DESCRIPTION: homeowner. My wife handles the management of the airbnb bookings/clients. I make sure the bills are paid

Exams

• S66 Uniform Combined State Law Examination
  2026-07-29