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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-09 |
| WI | RA | APPROVED | 2017-03-29 |
Branch Locations
2108 Kohler Memorial Drive Suite 210, Sheboygan, WI 53081-3100 • United States
980 Maritime Dr Ste 2, Manitowoc, WI 54220 • United States
Reedsville, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Manitowoc | WI | 04/2015 | 03/2017 |
| Thrivent Financial | Appleton | WI | 09/2015 | 03/2017 |
| Ameriprise Financial Services Inc | Manitowoc | WI | 03/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Manitowoc | WI | 03/2020 | Present |
Business Ownership; Skylight Wealth Management, LLC; Co-owner; Manage Ameriprise Business; 980 Maritime Dr Suite 2, , Manitowoc, WI, 54220; Investment-Related; 10/09/2023; 0 hours per month; 0 during trading hours. Board of Directors; Board of Education; Board of Education member; 3209 Meadow Ln, , Manitowoc, WI, 54220; Not Investment-Related; 02/02/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Skylight Wealth Management, LLC; Co-owner; Manage advisory business; 980 Maritime Dr Suite 2, , Manitowoc, WI, 54220; Investment-Related; 10/09/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-12 |
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