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433 Main Street, Green Bay, WI 54301-5114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-07 |
| TX | RA | APPROVED | 2024-08-05 |
| AZ | RA | APPROVED | 2021-04-14 |
| MI | RA | APPROVED | 2021-04-08 |
| MN | RA | APPROVED | 2021-04-08 |
| FL | RA | APPROVED | 2021-04-01 |
| WI | RA | APPROVED | 2021-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial | Appleton | WI | 07/2015 | 05/2017 |
| Thrivent Investment Management Inc | Sturgeon Bay | WI | 07/2015 | 03/2021 |
| Thrivent Financial | Appleton | WI | 05/2017 | 07/2017 |
| Thrivent Financial | Appleton | WI | 07/2017 | 03/2021 |
| Associated Investment Services, Inc. | Green Bay | WI | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-05 |
| S66 | Uniform Combined State Law Examination | 2007-06-11 |
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