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Current Employers
Thrivent Advisor Network, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-08-19
OR RA APPROVED 2020-07-29
  • TX RA
    APPROVED_RES
    Since 2022-08-19
  • OR RA
    APPROVED
    Since 2020-07-29

Branch Locations

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

340 Miller St Se, Salem, OR 97302 • 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 Inc. Lake Oswego WA 02/2004 07/2020
Thrivent Financial For Lutherans Appleton WI 07/2004 07/2020
Thrivent Advisor Network Salem OR 07/2020 Present
Purshe Kaplan Sterling Investments Albany NY 07/2020 07/2024
Thrivent Investment Management Inc Minneapolis MN 08/2024 Present
Previous Registrations
Other Businesses

FIXED INSURANCE POSITION: Agent NATURE: Selling/Servicing Fixed Insurance Contracts INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2020 ADDRESS: 340 Miller St. SE, Salem OR 97302, United States DESCRIPTION: Selling/Servicing Fixed Insurance Contracts THRIVENT ADVISOR NETWORK, LLC DBA M25 ADVISORS LLC POSITION: Partner, Wealth Advisor NATURE: Affiliated retail investment advisory firm. INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 08/01/2020 ADDRESS: 340 Miller St SE, Salem OR 97302, United States DESCRIPTION: Provide investment advisory services to retail clients. M25 ADVISORS LLC POSITION: CFO NATURE: LLC is established for the expenses for TAN/TIMI business. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2020 ADDRESS: 340 Miller St SE, Salem OR 97302, United States DESCRIPTION: Maintain financial records and evaluate staff. MILLER STREET PARTNERS LLC POSITION: Member NATURE: The primary use of this property is as the Corporate Office of M25 Advisors LLC. There is also a studio residential rental unit. The unit is rentedfor between $500-$600 per month. It is not rented to Thrivent members/clients. This residential has a separate entranceand there is no direct access to theM25 Advisors office space. The studio is on the second floor of the building and is the only useof the second floor space. The first floor and basement are used solely for the M25 practice. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/20/2012 ADDRESS: 340 Miller St SE, Salem OR 97302, United States DESCRIPTION: Maintaining property and ensuring renters.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-10-29
S63 Uniform Securities Agent State Law Examination 2004-06-30
  • S65 Uniform Investment Adviser Law Examination
    2004-10-29
  • S63 Uniform Securities Agent State Law Examination
    2004-06-30

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