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William Thomas Smith

Advisor Image
William Thomas Smith
Financial Advisor
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Part of the Shoreline Group practice
About William Smith
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Colorado
  • Florida
  • Illinois
  • Kentucky
  • Michigan
  • Ohio
  • Wisconsin

Insights

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Big news: $605 million is going back to Thrivent clients with membership in 2027 in the form of dividends and nonguaranteed policy enhancements. 🎉​ Our consistent ability to provide this total payout reflects our company's long-term financial strength and stability.​ Delivering value to clients is one of the most tangible ways we fulfill our purpose and member-owned advantage. Learn more: https://bit.ly/4z4ieF3​ Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
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Rapid advances in AI and semiconductor chips could reshape markets in the months ahead. Add an unsettled geopolitical landscape, and more surprises may be on the horizon. Learn what Thrivent Chief Investment Strategist Steve Lowe is watching: https://bit.ly/4eh5DWv
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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4qauUq7 See thrivent.com/social for important disclosures.
Office locations
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