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About William Annis

I hold a Master’s degree in Hospital Administration from Xavier University and bring nearly 25 years of experience working alongside physicians and hospitals. Seeking a new direction, I transitioned my career to help individuals retire with confidence, ensuring they have a solid plan to navigate life’s changes. My Retirement Income Certified Professional designation from The American College of Financial Services equips me to design personalized retirement strategies tailored to your unique goals.

Since moving to Marshall in 2007, my wife Kelli and I have truly enjoyed becoming part of this community. In our free time, Kelli finds joy in gardening while I focus on home improvement projects. We are grateful for our two sons and their families, including four wonderful grandsons, and cherish the memories we create together. Our family adventures often include our two dogs and traveling with loved ones.

Education & Accomplishments

· Master’s Degree in Hospital Administration from Xavier University

· Bachelor’s Degree from Franklin University

· FINRA Series 7 General Securities Representative

· FINRA Series 66 Uniform Combined State Law

· Life & Health Insurance License in MI, OH, AZ, SC

· Retirement Income Certified Professional from The American College of Financial Services

Community Involvement

· Battle Creek Area Habitat for Humanity – Board Member

· Mobile Meals Inc., of Marshall - Board Member

· Marshall Chamber of Commerce - Member

· Marshall Moose Lodge - Member

Meet My Team

Lake Effect Financial Consultants

Lake Effect Financial Consultants

Title: Team Practice
Website: https://connect.thrivent.com/lake-effect-financial-consultants

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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