Phillip J Williams
Investment adviser representative at Thrivent Investment Management Inc.
12 yearsExperience
4 statesRegistered in
$20.8BFirm assets
39 yearsFirm in business
Are you Phillip J Williams? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Thrivent Investment Management Inc.Nov 2025 to now
- Thrivent FinancialNov 2025 to now
- Steph Swanson State FarmJan 2024 to Nov 2025
- Edge OneOct 2023 to Jan 2024
- Spire Credit UnionMar 2023 to Oct 2023
- American Security and InvestigationsAug 2022 to Mar 2023
- Servion IncJan 2021 to Mar 2023
- Running AcesJan 2019 to Jan 2021
- St. Paul Federal Credit UnionJan 2019 to Jan 2021
- Associated BankJan 2014 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 4 states (DC, MN, OK, TX).
Thrivent Investment Management Inc.
$20.8BAssets managed
125,754Clients
3,179Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8188166
- Firm CRD
- 18387