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William Luke Thatcher

THATCHER WEALTH MANAGEMENT
GRAND RAPIDS, MI
·CRD# 7370353·5 years experience

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

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

5 years in the financial services industry

Current & Past Employments

THATCHER WEALTH MANAGEMENT·CRD# 340188
RIA
4843 Cascade Rd Se Suite 400, Grand Rapids, MI 49546
March 25, 2026 - Present
AE WEALTH MANAGEMENT, LLC·CRD# 282580
RIA
Grand Rapids, MI
May 7, 2021 - July 22, 2026

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Current Firm

TW
THATCHER WEALTH MANAGEMENT

THATCHER WEALTH MANAGEMENT | THATCHER WEALTH MANAGEMENT LLC

CRD#: 340188
Michigan
Registered Investment Advisory firm - Michigan (3/20/2026 Approved)
Texas
Registered Investment Advisory firm - Texas (9/21/2026 Conditional Restricted)

Contact Information

Main Address

4843 Cascade Rd Se Suite 400, Grand Rapids, MI 49546

Phone Number

(616) 287-2343

# of Employees

8

Documents

Latest Form ADV
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1.) THATCHER WEALTH MANAGEMENT, LLC; YES INVESTMENT RELATED; 4843 CASCADE RD. SE, SUITE 400, GRAND RAPIDS, MI 49546; INSURANCE SALES; PRESIDENT; 01/2022; APPROX 240 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) AMERICAN FINANCIAL EDUCATION ALLIANCE; NOT INVESTMENT RELATED; 349 COPPERFIELD BLVD NE STE-L #106 CONCORD, NC 28025; NONPROFIT TO EDUCATE IN COMMUNITIES NATIONWIDE; LOCAL EDUCATOR; 1/1/2025; APPROX 4HRS/MO; APPROX 4HRS/MO DURING SECURITIES TRADING HOURS; TEACHING LOCAL LECTURES ON RETIREMENT TOPICS.

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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.
IAR
Michigan
(3/25/2026)
IAR
Texas
(9/21/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2021About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view William Luke Thatcher's CRS (Customer Relationship Summary).

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