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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fedex | Green Bay | WI | 12/2017 | 04/2018 |
| Pmi Entertainment | Green Bay | WI | 07/2014 | 07/2022 |
| Thrivent Investment Management Inc | Appleton | WI | 07/2018 | 12/2023 |
| Thrivent Financial | Appleton | WI | 06/2015 | 04/2018 |
| Thrivent Financial | Appleton | WI | 04/2018 | 12/2023 |
| Duell Financial Strategies | Appleton | WI | 03/2024 | 07/2024 |
| Associated Investment Services, Inc. | Green Bay | WI | 07/2024 | 11/2025 |
| Kohl'S | Ashwaubenon | WI | 11/2024 | 01/2025 |
| Thrivent Investment Management Inc | Minneapolis | MN | 01/2026 | Present |
| Thrivent Financial | Appleton | WI | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-08 |
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