Everette Walton Morgan

Employer firm

Thrivent Investment Management Inc. CRD 18387

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2005 → Present
  Thrivent Investment Management Inc
  Woodstock, VA
• 07/2005 → Present
  Thrivent Financial For Lutherans
  Appleton, WI

Other Businesses

TOWN OF WOODSTOCK POSITION: Board Member NATURE: Board of zoning appeals. hear appeals and approve or disapprove those appeals to the zoning code. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2007 ADDRESS: 135 N Main St, Woodstock VA 22664, United States DESCRIPTION: Hear appeals and approve or disapprove those appeals to the zoning code. RUDYVILLE LLC POSITION: LLC member/manager NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/01/2017 ADDRESS: 740 Eagle Street, Woodstock VA 22664, United States DESCRIPTION: I will be the primary contact for matters related to the day to day operation of the Rudyville LLC. This will include verbal and written communication with the current and future tenants. Provide the State Corporation Commissionwith information when requested and ensure that payment is made for any ongoing fees. Maintain the checking account for the LLC. Work with a CPA to file an informational partnership tax return and provide members with the LLC's income and expenses to file on their personal returns Notify other members of actions needed to be taken by the LLC. FAMILY PROMISE OF SHENANNDOAH COUNTY POSITION: Member of the Board of Directors NATURE: Family Promise?is the nation's leading organization working to prevent and end family homelessness by providing prevention services before families reach crisis, shelter when they become homeless, and stabilization programs. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2024 ADDRESS: 781 Spring Parkway, Woodstock VA 22664, United States DESCRIPTION: Regularly attends Board meetings and important related meetings including committee work. Actively participates in the Board's and Committee's annual evaluation and planning efforts. Provides oversight of the Executive Director.?? FORT TIPPY LLC POSITION: Co-manager NATURE: My three brothers and my mother are in the process of creating an LLC for a piece of woodland property that is currently owned by my mother. I would be acting on my mother's behalf as POA. The intent of the LLC is to create an entity that would provide for proper forestry management going forward. The property had previously had little or no management after my father passed away in 1973. While there might be some financial gain from the management activities if some timber needed to be removed, we are not viewing it as a profit generating activity as the anticipated expenses incurred would likely exceed any revenue produced. Our goal is to have the property better managed with regards to current forestry and environmental programs so that my father's children, grandchildren and great grandchildren will have the opportunity to enjoy this property the way that he did. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 08/05/2019 ADDRESS: 106 Lawyers Row, Suite 204, Woodstock VA 22664, United States DESCRIPTION: I would be one co-manager with my brother Jim being the other. I would be more of a passive manager as Jim is taking the lead role in this endeavor and would be responsible for day-to-day decisions regarding the operation of the LLC. This would include decisions regarding sale of timber and the purchase of equipment (tools, herbicide, etc.) needed for managing the property. ANTHEM BLUE CROSS AND BLUE SHIELD POSITION: Agent NATURE: Health Insurance supplier INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2007 ADDRESS: LD&B Insurance, 205 S Liberty St, Harrisonburg VA 22801, United States DESCRIPTION: Service existing clients only. No longer selling new products.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-12

Other Names

• Walt Morgan