William Bohmer
William Bohmer is a CFP-designated registered investment advisor at Thrivent Investment Management INC., based in Temecula, CA, with 30 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.
Location
27280 Via Industria, Temecula, CA, 92590
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2009Customer Dispute
December 2007Other Business Activities
William is a manager at Via Industria LLC, which rents commercial real estate, and the treasurer of Make A Difference Foundation. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.