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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-19 |
| OR | RA | APPROVED | 2020-07-29 |
Branch Locations
600 Portland Avenue South, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-30 |
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