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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-22 |
| WI | RA | APPROVED | 2017-01-06 |
Branch Locations
2808 Kohler Memorial Dr, Sheboygan, WI 53081 • United States
927 Center Avenue Ste 1, Oostburg, WI 53070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harris Investment Management Inc | Chicago | IL | 06/2012 | 11/2016 |
| Bmo Harris Financial Advisors, Inc. | Milwaukee | WI | 08/2012 | 11/2016 |
| M&I Trust Company | Milwaukee | WI | 06/1999 | 11/2016 |
| Thrivent Investment Management Inc | Sheboygan | WI | 12/2016 | Present |
| Thrivent Financial | Appleton | WI | 12/2016 | 03/2017 |
| Thrivent Financial | Appleton | WI | 03/2017 | Present |
3DM LOS ANGELES POSITION: Board Member NATURE: 3DM Movements trains and equips leaders in tools for missional discipleship. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2020 ADDRESS: 1100 East Peck Street, Compton CA 90221-1527, United States DESCRIPTION: Member of board for non-profit hub of 3DM Ministries Los Angeles. Vote on local board related matters and provide oversight and guidance. JNE PROPERTIES LLC POSITION: Owner NATURE: This business owns the pysical building that we lease for our Thrivent business. We have recently purchased the other half of the building where we have tenents not affiliated with Thrivent.LLC is purchasing an additional office in Oostburg located at 927 Center Avenue. This is the location of our Oostburg Thrivent office. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 2808 Kohler Memorial Drive Suite A, Sheboygan WI 53081, United States DESCRIPTION: Property Manager CROSSROADS COMMUNITY CHURCH POSITION: Elder NATURE: Crossroads Community Church exists to help people connect with God and others at the crossroads of life. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2026 ADDRESS: 4321 County Road A, Sheboygan WI 53081, United States DESCRIPTION: Serve as an elder on the elder board of our local church providing general oversight, direction, and church discipline.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-17 |
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