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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-07-29 |
Branch Locations
600 Portland Avenue South, Minneapolis, MN 55415 • United States
340 Miller St, Se, Salem, OR 97302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Lake Oswego | OR | 11/2006 | 07/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 11/2006 | 07/2020 |
| Thrivent Advisor Network, Llc | 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 |
FIXED INSURANCE POSITION: Agent NATURE: Selling/Servicing Fixed Insurance Contracts? INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 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: Director of Client Services, 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. ELDER'S MINISTRY TEAM POSITION: Elder NATURE: Providing for spiritual welfare of the staff and congregation INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2014 ADDRESS: 2194 SE Minter Bridge Rd, Hillsboro OR 97123, United States DESCRIPTION: Providing for spiritual welfare of the staff and congregation, serve communion
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-16 |
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