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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-05-06 |
Branch Locations
5404 Nw 88Th Street, Johnston, IA 50131-1721 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iowa State Bank & Trust Company | Fairfield | IA | 04/2014 | 02/2017 |
| Royal Flush Construction Company | Fairfield | IA | 02/2017 | 08/2017 |
| Fairfield Fire Department | Fairfield | IA | 02/2004 | 10/2017 |
| Farm Bureau Financial Serv | West Des Moines | IA | 09/2017 | 01/2025 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2025 | 08/2025 |
| Thrivent Investment Management Inc | Johnston | IA | 05/2026 | Present |
| Raymond James | Saint Petersburg | FL | 08/2025 | 05/2026 |
| Thrivent Financial | Appleton | WI | 05/2026 | Present |
COLTRANE PLACE, LLC POSITION: managing member NATURE: LLC partnership with my three siblings that holds and maintains the family farm. I am a co-managing member along with my brother. We maintain CRP and maintain chestnut tree farm. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 2909 West Grimes, Fairfield IA 52556, United States DESCRIPTION: Along with my brother, make day to day business decisions for the LLC, file LLC documents, complete tax filings, and help with the farm maintenance activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-21 |
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