Nathan Richard Heeg

Current Employers

Employment History

• 05/2015 → Present
  Thrivent Investment Management Inc
  Marshfield, WI
• 10/2015 → Present
  Thrivent Financial
  Appleton, WI

Other Businesses

STRATFORD SCHOOL DISTRICT POSITION: Head Varsity Track and Field Coach NATURE: Coaching Varsity Track and Field for Stratford High School. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2019 ADDRESS: 213311 Legion Street, Stratford WI 54484, United States DESCRIPTION: Coaching Track from March-May each calendar year. Some meetings and events outside of that time frame, but the 50 hours per month is only for those 3 months. During Trading hours, the time away will be minimal as track practice starts after 3:15 central time. Occasional staff meeting at school with my coaches may have me working on coaching during trading hours, but it will be minimal and mostly during those 3 months. STRATFORD RUNNERS CLUB POSITION: Board Member NATURE: The Stratford Running Club is being created to benefit the running organizations of the Stratford School District in Stratford, WI. This will be a non-profit 501 (c)(3) entity.Purpose statement: To advance and promote athletic training for Stratford area students by providing equipment, uniforms and related expenses for students for track & field and Cross country through various fundraising activities. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2023 ADDRESS: 305 Marathon Street, Marshfield WI 54449, United States DESCRIPTION: 1. Advising the board and club on the needs of the track and field program. a. What items we will need to raise funds for b. Timelines for implementation.2. Researching various track and field equipment to present to the board for approval.3. Participate in fundraising activities for the benefit of the club. examples: recruiting volunteers, coordinating concessions items. STRATFORD QUARTERBACK CLUB POSITION: Board Member NATURE: The Stratford Quarter Back Club is established to benefit the Stratford football program from 3-12th grade. Youth football through Varsity football. Benefits include, fundraising, promotion and involvement of the football program. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: P.O. Box 334, Stratford WI 54484, United States DESCRIPTION: Helping to innovate how to best support the football program at Stratford. Encourage and support parents and athletes from 3rd grade through the kids Senior year in High School Athletics. Help figure out ideas to better serve the community and the program. Work with the coaches at all levels. THE MILL CHURCH POSITION: Elder board member NATURE: The Mill Church is an assemblies of God church which I am a member of. We have gone to this church since 2012 in our hometown of Stratford, Wi. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/28/2024 ADDRESS: 213902 WI-97, Stratford WI 54484, United States DESCRIPTION: Helping with decisions for the church. Spiritual guidance and directional decisions for the betterment of the church body. Monthly meetings and some Sunday activities as the church needs for various events. Involvement in the annual business meeting for members.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-07
• S63 Uniform Securities Agent State Law Examination
  2015-07-30