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WT

William L. Thatcher

THATCHER WEALTH MANAGEMENT
GRAND RAPIDS, MI 49546
Some features on this profile are disabled
CRD#: 7370353
WT
William Luke ThatcherTHATCHER WEALTH MANAGEMENT

Professional summary

William Luke Thatcher is a registered financial advisor currently at THATCHER WEALTH MANAGEMENT located in Grand Rapids, Michigan.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. William has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Luke Thatcher'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®
None

Experience

Current

March 25, 2026 - Present

THATCHER WEALTH MANAGEMENT

Office #1: 4843 Cascade Rd Se Suite 400, Grand Rapids, MI 49546
RIA
CRD#: 340188
GRAND RAPIDS, MI
Past

May 7, 2021 - July 22, 2026

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Grand Rapids, MI

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.

Highlighted states indicate IAR registrations

IAR
Michigan
(3/25/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/18/2021
Uniform Investment Adviser Law Examination

Current Firm

TW
THATCHER WEALTH MANAGEMENT
THATCHER WEALTH MANAGEMENT | THATCHER WEALTH MANAGEMENT LLC

CRD#: 340188 / SEC#:

Michigan
Registered Investment Advisory firm - (3/20/2026 Approved)
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Contact information

Main Address
4843 Cascade Rd Se Suite 400, Grand Rapids, MI 49546
Mailing Address
Phone number
(616) 287-2343
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THATCHER WEALTH MANAGEMENT

CRD#: 340188Grand Rapids, MI 49546

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