William David Annis

Financial advisor at Thrivent Investment Management Inc. · Marshall, MI

Last updated 2026-10-10

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William David Annis is a financial advisor at Thrivent Investment Management Inc. in Marshall, MI, CRD 6438697. Licenses and exams on the registration: Series 66. IAPD registration began 2017-09-05.

Registration

CRD number
6438697
Registration status
Active
IAPD registration
2017-09-05
Industry Experience
9 years
Work Experience
11 years
States registered
MI

Licenses and exams

  • Series 66

Work history

  • 2015-08 to 2017-03 · Orthopedic Specialists & Sports Medicine · Newark, OH
  • 2017-03 to 2017-06 · Unemployed · Marshall, MI
  • 2017-06 to Present · Thrivent Investment Management Inc · Marshall, MI
  • 2017-09 to 2017-11 · Thrivent Financial · Appleton, WI
  • 2017-11 to Present · Thrivent Financial · Appleto, WI

Current employment

SEC IAPD record for William David Annis

Thrivent Investment Management Inc.

Regulatory AUM
$20,769,867,010
Registered advisors
3,192
Offices
2,267
Clients per advisor
39.4 (Low)
Average AUM per client
$165.2K (Low)
High-net-worth client ratio
14.1% (Low)

Thrivent Investment Management Inc.: advisors, services and reported ETF investments

About

William David Annis is a financial advisor at Thrivent Investment Management Inc. in Marshall, MI. Reported securities licenses include Series 66. The latest record indicates 9 years of industry experience and 11 years of reported work history. Reported roles include Thrivent Financial, Unemployed, Orthopedic Specialists & Sports Medicine, among others.

SEC disclosures list additional business and community activities: Rotary Club Of Marshall Position: Foundation President Nature: Rotary Club Is A Service Organization In The Community: We meet weekly and have community members/leaders present as we learn more about community; It has a foundation that promotes projects for local non-profits through grants in support of our community.

Thrivent Investment Management Inc.'s firm-level Form ADV reports 3,192 advisors across 2,267 offices; approximately 39.4 clients per advisor, average assets per client of $165,163, and regulatory AUM of $20.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Corporations or other businesses, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.

What this firm offers

Filed by Thrivent Investment Management Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl

Location

Marshall, MI

1 advisor at this office.

Thrivent Investment Management office in Marshall, MI

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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