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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 1999-12-13 |
Branch Locations
4321 N Ballard Rd, Appleton, WI 54919-0001 • United States
Appleton, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain Bay | Appletoin | WI | 03/1997 | Present |
| Thrivent Investment Management Inc | Appleton | WI | 07/2002 | Present |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | Present |
PRINCE OF PEACE ELCA CHURCH POSITION: Council Member - At Large NATURE: Prince of Peace is an ELCA church serving the needs of its congregation and the public. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 2330 E Calumet St, Appleton WI 54915, United States DESCRIPTION: I have been elected to the Church Council as an at-large member. I will work with various church ministries to share information with the church council. I will assist with providing guidance and direction to our church.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-05 |
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