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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-02 |
| OR | RA | APPROVED | 2020-07-29 |
Branch Locations
340 Miller Street Se, Salem, OR 97302 • United States
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 | OR | 07/2004 | 07/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 08/2004 | 07/2020 |
| Thrivent Advisor Network, Llc D/B/A M25 Advisors | Salem | OR | 07/2020 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2020 | 07/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2024 | Present |
THRIVENT ADVISOR NETWORK, LLC DBA M25 ADVISORS POSITION: Partner, Wealth Advisor NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2020 ADDRESS: 340 Miller Street, Salem OR 97302, United States DESCRIPTION: Provide investment advisory services to retail clients M25 ADVISORS, LLC POSITION: President NATURE: LLC is established for the expenses for TAN/TIMI Business INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: 340 Miller Street, Salem OR 97302, United States DESCRIPTION: General operations and management of the LLC. FIXED INSURANCE BUSINESS POSITION: Insurance Producer NATURE: Selling and servicing fixed insurance contracts. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: 340 Miller Street SE, Salem OR 97302, United States DESCRIPTION: Selling/servicing fixed Insurance contracts. MILLER STREET PARTNERS, LLC POSITION: 15% Member NATURE: Real estate ownership partnership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2013 ADDRESS: 340 Miller Street SE, Salem OR 97302, United States DESCRIPTION: Occasional administrative activies. COPPER APPLE FARM POSITION: LLC Member NATURE: This is an LLC that will hold poperty that is leased for Agricultural use. It includes a single family home that is used for personal use by the owners. My wife Amy Drews and I each own 25%of the LLC. Our friends Keren Rosenblum and Justin Carol own 25% each. Neither Keren nor Justin are Thrivent members. We intend to offer use of the property on a very limited basis to friends and family and do not intend to offer use of the property for rent. The only income that this LLC will generate is the annual lease payment from the farmer who managed the orchard on the property. The farmer is not a Thrivent member. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2017 ADDRESS: 7640 Smullin Drive, Parkdale OR 97041, United States DESCRIPTION: General maintence of the homesite. Record keepingquarterly LLC meeting Lease Orchard for production
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-11 |
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