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2101 N Casaloma Dr, Appleton, WI 54913 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Appleton | WI | 01/2011 | 04/2019 |
| Unemployed | Appleton | WI | 05/2019 | 10/2019 |
| Thrivent Investment Management Inc | Greenville | WI | 10/2019 | 09/2023 |
| Dave Jensen - Thrivent | Greenville | WI | 10/2019 | 09/2023 |
| Avaii Wealth Management, Llc | Appleton | WI | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-17 |
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