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1265 Main Street Suite 105, Stevens Point, WI 54481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-01-05 |
Branch Locations
1265 Main Street Suite 105, Stevens Point, WI 54481 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Stevens Point | WI | 05/2004 | 09/2019 |
| Thrivent Financial For Lutherans | Appleton | WI | 08/2004 | 09/2019 |
| Thrivent Advisor Network, Llc | Stevens Point | WI | 09/2019 | 02/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2019 | 01/2023 |
| Evexia Wealth, Llc | Stevens Point | WI | 01/2022 | Present |
| 16 Days, Inc. | Amherst Junction | WI | 07/2024 | Present |
| Benny'S Place | Fernandina Beach | FL | 05/2025 | Present |
| Maxlife Llc | Amherst Junction | WI | 10/2024 | Present |
| Som Stays | Amherst Junction | WI | 05/2025 | Present |
| Max Flight Llc | Amherst Junction | WI | 11/2025 | Present |
1. Fixed Insurance. Not Investment Related. 1265 Main Street, Suite 105, Stevens Point WI 54481. Insurance. Agent. Start 09/2019. 40 hours per month during trading. Provide advice to clients. 2. Ben and Jenna Laws. Not Investment Related. 10206 County Hwy Z, Amherst Junction WI 54407. Land Owner. Start 12/2018. 0 hours per month. Leasing 18 acres of land to local farmer. 3. Evexia Accounting, LLC. Not investment-related. Located at 2740 Stanley St, A2, Stevens Point, WI 54481. Accounting Services. Owner. Start: 11/2022. 20 hrs/month; none during trading hours. Duties: visionary and strategy for business. 4. 16 Days, Inc.; President and Board Member; 10206 County Rd Z, , Amherst Junction, WI. 54407; Non-investment related; 501(c)(3) NICU charity; Responsible for the charities vision, board meetings, and employees; Approximately 4 hours per month, 0 during trading hours. 5) MaxLife, LLC; Owner; 10206 County Rd Z, Amherst Junction, WI. 54407; Non-investment related; Coaching for entrepreneurs and podcasts; Ownership interest; Responsible for coaching and podcast creation; Start Date: 10/13/2024; Approximately 20 hours per month, 0 during trading hours. 6) SOM Stays, LLC; Member; 10206 County Rd Z, Amherst Junction, WI. 54407; Non-investment related; Short-term rental management company; Ownership Interest; Start date: 05/05/2025; No time spent monthly in this capacity. 7) Benny's Place, LLC; Member; 95116 Sandpiper Loop, Fernandina, FL. 32034; Non-investment related; Short-term rental management company; Ownership Interest; Start date: 05/07/2025; No time spent monthly in this capacity. 8) MaxFlight, LLC; Owner & Pilot; 10206 County Rd Z, Amherst Junction, WI. 54407; Non-investment related; Owns airplanes and leases them out to other LLCs; Ownership interest; Start date: 11/03/2025; Approximately 10 hours per month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-06 |
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