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2101 N Casaloma Dr, Appleton, WI 54913 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Greenville | WI | 07/2007 | 09/2023 |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2007 | 09/2023 |
| Avaii Wealth Management, Llc | Appleton | WI | 09/2023 | Present |
LEFTY PROPERTIES, LLC POSITION: Owner NATURE: Using LLC as a rent collecting entity and also to pay business related bills of the commercial real estate property. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/02/2019 ADDRESS: W6929 Parkview Dr, STE A, Greenville WI 54942, United States DESCRIPTION: Collect rent from both Thrivent FR's and non Thrivent entities that are separately metered in a different suite. INSURANCE SALES POSITION: Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/01/2023 ADDRESS: 2101 N CASALOMA DRIVE APPLETON WI, 54913, UNITED STATES DESCRIPTION: Implement insurance recommendations for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-02 |
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