Best Investors Account Sign in
Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2024-04-22
TX RA APPROVED_RES 2012-06-01
FL RA APPROVED 2008-03-04
  • DC RA
    APPROVED
    Since 2024-04-22
  • TX RA
    APPROVED_RES
    Since 2012-06-01
  • FL RA
    APPROVED
    Since 2008-03-04

Branch Locations

725 N Highway A1A, Jupiter, FL 33477 • United States

Morganton, GA • 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 Jupiter FL 08/2006 Present
Thrivent Financial For Lutherans Appleton WI 08/2006 Present
  • 08/2006 → Present
    Thrivent Investment Management
    Jupiter, FL
  • 08/2006 → Present
    Thrivent Financial For Lutherans
    Appleton, WI
Other Businesses

GROUNDWORK GUATEMALA POSITION: Board Member NATURE: Groundwork Guatemala is based in Guatemala City with Operations out of Mesa Arizona. They work with families to spread the word of the bible and also help sponsor children go to school INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 713 E Jasmine St, Mesa AZ 85203, United States DESCRIPTION: The duty of a board member is to help approve the budget, add staff, missionaries and come up with ideas of how to continue to grow the mission. DAVIS FAMILY TRUST POSITION: Owner NATURE: Farm land that my trust owns and rents out to a local farmer. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2021 ADDRESS: N1/2NW1/4 township 129; NE1/4NW1/4 Township 130, Elbow Lake MN 56531, United States DESCRIPTION: Collect rent, pay insurance and taxes on the land. ALHAMBRA HOA AND POA POSITION: Treasurer POA/Secretary HOA NATURE: My office condo has an associate for both the building and the common grounds. I would serve on both as a board member to the association. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2023 ADDRESS: 19940 Mona Rd Suite 5, Tequesta FL 33469, United States DESCRIPTION: For the Treasurer position I would be reviewing the budget and any special assessment costs that may be coming. I do not have access to any type of bank account, I'm only reviewing and approving bills that are coming through. For the Secretary position, I'll be taking notes on the meetings and offering any advice for the betterment of the association. TRINITY CEMETERY ASSOCIATION POSITION: Sexton NATURE: The Cemetery Association is responsible for maintaining the cemetery. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 30000 CR-11, Wendell MN 56531, United States DESCRIPTION: I will be working with the landscapers to make sure that the cemetery grounds are maintained. If there are expenses to be paid, approve them with the board. BRISAR H LLC POSITION: 50% Owner/member NATURE: This entity will be a real estate holding company with my husband and I being 50/50 owners. We will be purchasing an investment property to remodel and put up for sale once it's completed. As of now, there will be no lease agreements or income that will come from the property. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 09/29/2025 ADDRESS: 15224 110th Ave N, Jupiter FL 33478, United States DESCRIPTION: I will be doing the accounting of the entity for tax purposes and working with the attorney on any legal documents that need to be completed and filed.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-25
  • S66 Uniform Combined State Law Examination
    2008-02-25
Other Names
  • Sarah J Berg
  • Sarah J Schroeder
  • Sarah J Berg
  • Sarah J Schroeder
  • Sarah Jennine Schroeder
  • Sarah J Davis
  • Sarah Jennine Davis

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jupiter, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor