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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-13 |
| WI | RA | APPROVED | 2015-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | West Bend | WI | 08/2014 | Present |
| Thrivent Financial | Appleton | WI | 10/2014 | Present |
WISCONSIN LUTHERAN COLLEGE ALUMNI BOARD POSITION: Career Board Member NATURE: College Alumni Board with focus on Careers INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 02/06/2017 ADDRESS: 8800 W Bluemound Rd, Milwaukee WI 53226 DESCRIPTION: I advise on a board consisting of alumni for the college. My role is focused on engaging alumni and current students in a means of successfully building careers for both. I help plan and coordinate events to facilitate career development for both populations. 411 N RIVER ROAD LLC POSITION: Owner NATURE: LLC ownership for real estate purposes INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: 411 N River Road, West Bend WI 53090, United States DESCRIPTION: I am creating an LLC to own the property that my office will be renting from. My partner (non-Thrivent client) in the LLC will also be renting from the LLC for his food retail business. GOOD SHEPHERD LUTHERAN SCHOOL COUNCIL FOR CHRISTIAN EDUCATION POSITION: Member NATURE: The Council for Christian Education is in charge of policy making, role/call approval, tuition rate setting and other decisions for the school. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2025 ADDRESS: 777 S Indiana Ave, West Bend WI 53095, United States DESCRIPTION: Review recommendations made by school leadership regarding positions within the school, tuition rates, and school policy/procedures; approve, amend or reject recommendations made on these topics for the school WASHINGTON COUNTY FOSTER CLOSET POSITION: Board Member NATURE: To serve our County's youth and families by offering clothing and resources while providing support to our foster families and bringing awareness to our community. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2026 ADDRESS: 3018 E Progress Dr, Unit 1, West Bend WI 53095, United States DESCRIPTION: Serve on the board of directors providing strategic oversight in areas of serving more members in the community through creating awareness in the community
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-16 |
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