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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-02-05 |
Branch Locations
1411 E College Dr, Marshall, MN 56258 • United States
Marshall, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Marshall | MN | 04/2006 | 01/2019 |
| Thrivent Investment Management Inc | Marshall | MN | 02/2019 | Present |
| Thrivent Financial | Appleton | WI | 02/2019 | Present |
SCHOOL BOARD MEMBER POSITION: Board Member NATURE: I am serving as a member of the public school board. The focus of the public school is education for grades prek-12. The school board's primary function is policies and procedures. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 01/02/2023 ADDRESS: 401 S Saratoga St, Marshall MN 56258, United States DESCRIPTION: The board is responsible for making fiscal decisions on behalf of the school board. With not ever having served or even elected, the exact duties and committees to be involved with are unknown at this time. UNITED WAY OF SOUTHWEST MINNESOTA POSITION: Board Member NATURE: Uniting people and resources to improve lives and strengthen communities in SW MN. The focus is on health, education, financial stability, hunger and safety & well-being of people in the community. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2026 ADDRESS: 800 E Main Street, Marshall MN 56258, United States DESCRIPTION: I will be on the grant review committee. Donations are made to United Way of SW MN. Groups, people, organizations submit grant requests to United Way asking for assistance. As part of the committee, we will review those grants and make relay information to the board of directors. In addition to the above activities, I was also nominated to be a board member. The term would start August 1, 2026 and be for a 3 year period. My role would be to support the group in their fundraising efforts by volunteering at the various activities throughout the year that focuses on raising funds for the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-02 |
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