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William John Weiss

Advisor at Thrivent Investment Management — Baxter, MN

Updated today

Credentials

Series 66

Experience

6 years

Location

Baxter, MN 56425

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,157

Across 1,410 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

William Weiss is a Series 66-registered financial advisor with Thrivent Investment Management, based in Baxter, MN, and has five years of industry experience. Prior to his current role at Thrivent, he worked at Camp Foley and the Theodore Roosevelt Medora Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account services while maintaining separate billing and oversight.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

See office

Baxter, MN

14391 Edgewood Dr

Baxter MN 56425

Advisors at this office

2

Most active in

Minnesota · Texas

Work history

6 years of industry experience

Thrivent Financial

2020 - Present • 6 years

Appleton, WI

Thrivent Investment Management Inc

2020 - Present • 6 years

Baxter, MN

Thrivent Financial

2020 - 2020 • 1 year

Appleton, WI

Unemployed

2020 - 2020 • 1 year

Pine River, MN

Camp Foley

2017 - 2020 • 3 years

Pine River, MN

Theodore Roosevelt Medora Foundation

2014 - 2017 • 3 years

Medora, ND

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Thomas T

Series 63

Brainerd, MN

Private Advisor Group, LLC

Thomas Teasck is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 26 years of industry experience. He has worked at Private Advisor Group since 2013 and LPL Financial since 2012, while also maintaining a longstanding affiliation with Bruce Johnson & Associates since 1991. Outside of his advisory roles, he is involved in a CPA affiliate program and acts as a solicitor for Private Advisor Group. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, providing portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Retired Founder/Business Owner
user avatar

Eric N

Series 66

Brainerd, MN

Private Advisor Group, LLC

Eric Nesheim is a financial advisor at Private Advisor Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Nesheim operates under the DeRosier and Associates name as part of his advisory services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Retired Founder/Business Owner
user avatar

Brian D

Series 63, Series 65

Brainerd, MN

Private Advisor Group, LLC

Brian Derosier is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at LPL Financial and operating his own advisory business, Brian Derosier and Associates, Inc., since 2003. Additionally, he serves as a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Retired Founder/Business Owner
user avatar

Julie D

Series 63, Series 66

Brainerd, MN

Money Concepts Capital Corp

Julie Dillon is a financial advisor with Money Concepts Capital Corp in Brainerd, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has previously worked at several firms, including Midwest Professional Planners, Ltd., Investment Centers of America, and Dillon Financial Partners. Outside of financial advising, she operates a sole proprietorship called The Laser Belle, specializing in laser engraving art and crafts. Money Concepts Capital Corp serves individual clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage roughly $3.33 billion across about 14,700 clients.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Riley D

Series 66

Brainerd, MN

Private Advisor Group, LLC

Riley De Rosier is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. Riley has experience working at Private Advisor Group and LPL Financial LLC since 2026, and previously worked at DeRosier & Associates and Maddens on Gull Lake. Outside of financial advising, Riley has been involved with local baseball organizations and educational institutions. Private Advisor Group serves a broad range of clients including individuals, businesses, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a network of investment adviser representatives and access to third-party asset managers and proprietary model portfolios.

Retired Founder/Business Owner
user avatar

Rebecca J

Series 63

Brainerd, MN

Primerica Advisors

Rebecca Janey is a financial advisor with Primerica Advisors in Brainerd, MN, holding a Series 63 designation and 26 years of industry experience. She has worked with Primerica Advisors since 1999 and operates Rebecca Janey and Associates LLC. Her other activities include part-time sales of loan products and home-related services for affiliated companies. Primerica Advisors is a large-scale institutional firm that primarily serves individual investors and offers a wrap-fee asset management program utilizing model-driven investment strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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