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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-05 |
| OR | RA | APPROVED | 2021-03-17 |
Branch Locations
600 Portland Avenue South, Minneapolis, MN 55415 • United States
9620 Ne Tanasbourne Dr Suite 300, Hillsboro, OR 97124 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent | Lake Oswego | OR | 05/2011 | 03/2021 |
| Thrivent Financial For Lutherans | Appleton | WI | 11/2011 | 02/2021 |
| Thrivent Advisor Network D/B/A M25 Advisors | Hillsboro | OR | 11/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2021 | 07/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2024 | Present |
FIXED INSURANCE POSITION: Agent NATURE: Selling/Servicing fixed insurance contract(s) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2020 ADDRESS: 9620 NE Tanasbourne Dr Suite 300, Hillsboro OR 97124, United States DESCRIPTION: Selling/Servicing fixed insurance contract(s) THRIVENT ADVISOR NETWORK, LLC DBA M25 ADVISORS POSITION: Financial Advisor NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 03/17/2021 ADDRESS: 9620 NE Tanasbourne Dr Ste 300, Hillsboro OR 97124, United States DESCRIPTION: Provide investment advisory services to retail clients BUZZY'S BEES POSITION: Board Member NATURE: Nonprofit with the goal of changing the grief culture surrounding the unexpected loss of a child (stillborn to 12 years old) through outreach, education, and programs offering emotional and financial support. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2016 ADDRESS: 14705 NW Ridgetop Ct, Beaverton OR 97006, United States DESCRIPTION: Our Mission Is To Help Other Families That Have Experienced This Tragedy With Emotional And Financial Support. i am on the golf committee that plans the annual fundraising golf tournament. i also vote on the amount of financial support that is provided to applicants that have lost a child.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-26 |
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