Robert Williams
Robert Williams is a registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 19 years of industry experience. Robert 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
600 Portland Ave S, Minneapolis, MN, 55415
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Robert is an independent business owner with Amway, focusing on direct sales and training, dedicating about 10-20% of his time. He also works as a freelance copywriter and invests in real estate, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Previous Registrations
Questar Asset Management, INC.
Questar Capital CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.