William Annis
Associate
.
FIC, RICP®
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...
My qualifications
- Bachelors of Marketing, Franklin University
- Masters of Health Administration, Xavier University
- General Securities Representative
My state licenses
- Michigan
- Ohio
Office location
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.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
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.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations