William B. Bohmer
THRIVENT INVESTMENT MANAGEMENT
Great Falls, MT 59404
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CRD#: 2632324
Professional summary
William Barclay Bohmer, CFP®, ChFC®, CLU®, who also goes by Bill Bohmer, is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Great Falls, Montana.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. William has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Bohmer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
VIA INDUSTRIA LLC POSITION: Manger NATURE: Hold Commercial Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2019 ADDRESS: 27280 Via Industria, temecula CA 92590, United States DESCRIPTION: Rent the building out to My Thrivent Practice and non-affiliated businesses MAKE A DIFFERENCE FOUNDATION POSITION: Treasurer NATURE: Help Individuals and Families in need INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2014 ADDRESS: 28404 felix valdez ave, Temecula CA 92590, United States DESCRIPTION: Help make decisions of what projects the foundation gets involved in. I am not the signer of checks
CRS (Client Relationship Summary) - RIA
Click below to view William Barclay Bohmer's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view William Barclay Bohmer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
August 12, 2002 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 750 6th St Sw, Great Falls, MT 59404Office #2: 27280 Via Industria, Temecula, CA 92590RIA
BD
CRD#: 18387
Great Falls, MT
Current
July 1, 2002 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 750 6th St Sw, Great Falls, MT 59404Office #2: 27280 Via Industria, Temecula, CA 92590RIA
BD
CRD#: 18387
Great Falls, MT
Past
July 14, 1995 - July 1, 2002
LUTHERAN BROTHERHOOD SECURITIES CORP.
BD
CRD#: 4205
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/12/2024)
RR
Arizona(1/12/2005)
RR
Arkansas(2/26/2025)
RR
California(7/1/2002)
IAR
California(8/12/2002)
RR
Colorado(10/7/2016)
RR
Florida(1/13/2012)
RR
Georgia(12/12/2023)
RR
Hawaii(9/18/2018)
RR
Idaho(9/10/2020)
RR
Illinois(10/3/2011)
RR
Indiana(5/2/2023)
RR
Iowa(7/1/2002)
RR
Kansas(10/22/2019)
RR
Kentucky(6/12/2017)
RR
Massachusetts(4/23/2025)
RR
Minnesota(1/19/2006)
RR
Missouri(10/3/2011)
RR
Montana(5/23/2016)
IAR
Montana(2/22/2023)
RR
Nevada(7/7/2009)
RR
New Mexico(12/5/2018)
RR
North Carolina(10/14/2011)
RR
North Dakota(2/11/2013)
RR
Ohio(7/1/2014)
RR
Oklahoma(2/17/2021)
IAR
Oklahoma(2/17/2021)
RR
Oregon(4/19/2011)
RR
Pennsylvania(1/10/2023)
RR
South Carolina(5/23/2016)
RR
South Dakota(4/16/2015)
RR
Tennessee(4/6/2020)
RR
Texas(12/6/2007)
IAR
Texas(12/6/2007)
RR
Utah(10/7/2019)
RR
Virginia(2/19/2021)
RR
Washington(4/19/2011)
RR
Wisconsin(2/14/2011)
RR
Wyoming(9/1/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
600 Portland Avenue South, Minneapolis, MN 55415
Phone number
+1 (800) 847-4836
Established
Delaware since 07/29/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
3,846
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THRIVENT FINANCIAL HOLDINGS, INC. | OWNER | |
| BIRR, THOMAS JOHN | VICE PRESIDENT | 4148092 |
| BOUSU, CALEB ANTHONY | DIRECTOR | 7877353 |
| CECERE, NICHOLAS M | DIRECTOR | 1513551 |
| GILCHRIST, TONIA NICOLE JAMES | CHIEF LEGAL OFFICER & SECRETARY | 4777233 |
| GOLIS, ANDREA CORIN | CHIEF COMPLIANCE OFFICER | 1401462 |
| JOHNSON, ARIKA VIKTORIA | DIRECTOR | 5580869 |
| JOHNSTON, PAUL ROBERTS | DIRECTOR | 2065882 |
| KLOSTER, DAVID JACOB | PRESIDENT | 2523240 |
| NORGARD, ANDREW DYLAN | TREASURER | 6868385 |
Regulatory assets under management
| Total Number of Accounts | 48,940 |
| AUM (Assets Under Management) | $ 17,499,525,490 |
Disclosures
| Regulatory Event | 8 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2024 | ||
| 01/25/2024 |
Red Flags
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Company Information
THRIVENT INVESTMENT MANAGEMENT INC.
CRD#: 18387Great Falls, MT 59404TRUST BUT VERIFY
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