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Current Employers
Oneascent Financial Services Llc

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-06-09
  • MN RA
    APPROVED
    Since 2023-06-09

Branch Locations

32 Nw 4Th St., Grand Rapids, MN 55744 • United States

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Grand Rapids MN 09/2011 06/2023
Thrivent Financial For Lutherans Appleton WI 01/2012 06/2023
Oneascent Financial Services Llc Birmingham AL 06/2023 Present
Previous Registrations
Other Businesses

1. NELSON FAMILY ENTERPRISES, LLC POSITION: Owner NATURE: As a real estate ownership and management company Nelson Family Enterprises, LLC, invests in and owns real estate and equipment for the purpose of capital appreciation, speculation and to generate rental income. Currently, we rent our cabin to guests through the Airbnb and Vrbo platforms. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 06/03/2017 ADDRESS: 3417 Golf Course Rd, Grand Rapids MN 55744, United States DESCRIPTION: As the owner of Nelson Family Enterprises, LLCI oversee the research for potential acquisitions as well as handle the business of generating rental income from the real estate that is owned. 2. ITASCA YOUTH FOR CHRIST POSITION: President NATURE: The Mission of Youth for Christ: To care, mentor, and build relationships with youth through a faith-based approach by providing opportunities that are safe, inviting, and non-judgmental.As a Board member of Itasca Youth for Christ I am responsible for reviewing the business operations of the organization to ensure and enhance mission achievement. I attend monthly board of directors meeting and I assist the organization in raising funds for several events throughout the year. Ther Values of Youth for Christ Going where kids are Winning the right to be heard Building personal relationships with teens Providing experiences that are fun, exciting and life-changing Sharing our lives and the good news of Jesus Christ with adolescents Loving kids regardless of their response Helping young people develop life skills, positive assets, and attitude change to reach their full potential Working with a team of like-minded adults (volunteers, board members, donors, and staff) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 08/14/2014 ADDRESS: 426 NW 4th St, Grand Rapids MN 55744, United States DESCRIPTION: As a Board member of Itasca Youth for Christ I am responsible for reviewing the business operations of the organization to ensure and enhance mission achievement. I attend monthly board of directors meeting and I assist the organization in raising funds for several events throughout the year. 3. LIGHTHOUSE CHRISTIAN ACADEMY POSITION: Board member NATURE: Educating Children With Christian Values INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/10/2023 ADDRESS: 2452 Co Rd 76, Grand Rapids MN 55744, United States DESCRIPTION: Help with organizational direction and oversight. 4. BAB Properties Owner. Start date 10/1/2018. Owns certain real estate associated with business in which the IARs business is located. Compensated role.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-10
  • S66 Uniform Combined State Law Examination
    2011-12-10
Designations

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