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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-03-27 |
| TX | RA | APPROVED | 2023-03-27 |
Branch Locations
600 Portland Avenue South, Minneapolis, MN 55415 • United States
11808 Miracle Hills Drive Ste 110, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Omaha | NE | 11/2016 | 04/2017 |
| Wells Fargo Advisors, Llc | Omaha | NE | 10/2012 | 11/2016 |
| Thrivent Investment Management Inc | Omaha | NE | 04/2017 | 06/2023 |
| Thrivent Financial | Appleton | WI | 05/2017 | 03/2023 |
| Thrivent Advisor Network, Llc Dba Retirepath Advisors | Omaha | NE | 03/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2023 | 09/2024 |
| Thrivent Investment Management, Inc. | Omaha | NE | 10/2024 | Present |
FIXED INSURANCE SALES POSITION: Insurance Producer or Agent NATURE: selling/servicing Fixed Insurance contract(s) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/01/2024 ADDRESS: 11808 Miracle Hills Drive, Suite 110, Omaha NE 68154, United States DESCRIPTION: Selling/servicing Fixed Insurance contract(s) THRIVENT ADVISOR NETWORK, LLC DBA RETIREPATH ADVISORS POSITION: Owner NATURE: Affiliated retail investment advisory firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 06/15/2023 ADDRESS: 11808 Miracle Hills Drive, Suite 110, Omaha NE 68154, United States DESCRIPTION: Provide investment advisory services to retail clients MAPRP, LLC POSITION: Owner NATURE: S-Corp established to own the RIA of Retirepath Advisors. Pays expenses INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2023 ADDRESS: 11808 Miracle Hills Drive, Suite 110, Omaha NE 68154, United States DESCRIPTION: Responsible for book keeping and management of LLC that will own our financial advising practice TKJNP VENTURES, LLC POSITION: Member NATURE: Holding Company for Family Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2026 ADDRESS: 11808 Miracle Hills Drive Ste 110, Omaha NE 68154, United States DESCRIPTION: Clerical
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-21 |
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