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Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-11-18
  • MN RA
    APPROVED
    Since 2013-11-18

Branch Locations

751 Prentice St, Granite Falls, MN 56241 • United States

209 Manitoba St, Spicer, MN 56288 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc. Granite Falls MN 07/2002 Present
Thrivent Financial For Lutherans Appleton WI 07/2002 Present
Other Businesses

APPOINTMENT TO USE MNSURE HEALTH INSURANCE EXCHANGE. 751 PRENTICE ST, GRANITE FALLS, MN, START DATE IS 10/1/2013. ASSIST CLIENTS WITH ACA MANDATED HEALTH INSURANCE COVERAGE. NON-INVESTMENT RELATED. DONE DURING BUSINESS AND NON-BUSINESS HOURS. APPROXIMATELY 8 HRS PER MONTH DURING TRADING HOURS AND APPROXIMATELY 8 HOURS A MONTH DURING NON TRADING HOURS. SCHOLARSHIP YELLOW MEDICINE EAST POSITION: BOARD MEMBER NATURE: PROVIDING SCHOLARSHIPS TO SENIORS GRADUATING WITH A DIPLOMA FROM YELLOW MEDICINE EAST HIGH SCHOOL IN GRANITE FALLS, MN. INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2014 ADDRESS: XXX, GRANITE FALLS MN 56241 DESCRIPTION: BOARD MEMO ONLY, NO OFFICER POSITION. YELLOW MEDICINE COMMUITY EDUCATION POSITION: Board Member NATURE: Advisory to the school district. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/1990 ADDRESS: xxx, Granite Falls MN 56241 DESCRIPTION: Attend quarterly meetings as an advisor for educational and recreational activities in the community and school district AVERA-GRANITE FALLS HOSPITAL AND MANOR POSITION: Board Member NATURE: Hospital and nursing home INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: xxx, Granite Falls MN 56241, United States DESCRIPTION: Serve on hospital board at various meetings and functions dealing with all hospital and nursing home functions. BLUE CROSS BLUE SHIELD POSITION: Agent NATURE: Individual and small group health insurance sales and service INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1999 ADDRESS: 751 Prentice Street, Granite Falls MN 56241, United States DESCRIPTION: Sales of new individual and small group health insurance policies to both the individual and Medicare market. On going servicing of those same policies.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-13
S63 Uniform Securities Agent State Law Examination 1997-07-31
  • S66 Uniform Combined State Law Examination
    2009-06-13
  • S63 Uniform Securities Agent State Law Examination
    1997-07-31
Designations

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