Curtis Dale Baumgard

Current Employers

Employment History

• 07/2002 → Present
  Thrivent Investment Management Inc.
  Lakefield, MN
• 07/2002 → Present
  Thrivent Financial For Lutherans
  Appleton, WI

Other Businesses

JACKSON COUNTY DEVELOPMENTAL ACHIEVEMENT CENTER (DAC) POSITION: Board member NATURE: The Jackson County DAC provides community integration, social and emotional support, and occupational opportunities to the people (individuals) that are served by the DAC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: 304 2nd Ave, Lakefield MN 56150, United States DESCRIPTION: As a board member, I will be working with other board members, along with the Executive Director. The Board of Directors review the yearly budget each fiscal year; appoints and the employs the Executive Director; fix salaries and wage of staff: Board of directors has the power to rent , purchase, construct or obtain accommodations for the operation of the center, authorize purchase of needed equipment. CURTIS BAUMGARD POSITION: Operator and Owner NATURE: Farming crops, corn and soybeans INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/1982 ADDRESS: 34932 810th St, Brewster MN 56119, United States DESCRIPTION: Purchase inputs, marketing , plant, nurture and harvest crop. 210 hours spent per season. ST PAUL LUTHERAN CHURCH POSITION: Chairman of congregation NATURE: Church - Religious Organization. Not for profit. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 38886 800th St, Lakefield MN 56150, United States DESCRIPTION: Summary of the duties of Chairman is to set up and conduct the quarterly and annual meeting. Help finance board to count money each month. Attend elders meetings, help in setting Pastor salary. Fill in when an elder is missing for a church service. BLUE CROSS AND BLUE SHIELD OF MINNESOTA POSITION: Independent Agent NATURE: Individual Health insurance products offered in Minnesota; Individual Medicare Insurance products such as Medicare Supplement, Medicare Advantage and Prescription Drug Plans offered in Minnesota INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 06/01/2006 ADDRESS: P O Box 64560, St Paul MN 55164, United States DESCRIPTION: Meet with BCBS existing clients and prospects who contact me on choices for Medicare Insurance between Medicare Supplement, Medicare Advantage, and Prescription Drug Plans. Assist them in choosing the best plan for them based on their preferred provider and/or their prescription drugs they take. Help them enroll in the appropriate plan with paper enrollment and/or electronic enrollment

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-23
• S63 Uniform Securities Agent State Law Examination
  1998-06-01

Designations