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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-08-05 |
| TX | RA | APPROVED | 2026-08-05 |
| WI | RA | APPROVED | 2026-03-25 |
Branch Locations
20935 Swenson Dr, Waukesha, WI 53186 • United States
5205 N Ironwood Rd Ste 123, Glendale, WI 53217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial | Appleton | WI | 05/2026 | 06/2026 |
| R.W. Baird & Co | Milwaukee | WI | 05/2015 | 10/2021 |
| Mary Kay Cosmetics/Self Employed | Milwaukee | WI | 10/2003 | 05/2026 |
| Thrivent Investment Management Inc. | Glendale | WI | 09/2025 | Present |
| Embassy Center Mke | Milwaukee | WI | 05/2021 | 05/2026 |
| Thrivent Financial | Appleton | WI | 06/2026 | Present |
MARY KAY COSMETICS POSITION: Independent Beauty Consultant NATURE: Consultation and retail sales in the cosmetic industry. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2000 ADDRESS: 1918 W Capitol Dr., Milwaukee WI 53206, United States DESCRIPTION: Retail sales EMBASSY CENTER MKE POSITION: Chief Operating Officer NATURE: This is a local church that serves as a place of spiritual growth, worship and encouragement for individuals and families in the community. It supports the community by providing outreach programs through partnership with local organizations, food drives and resources for people in need. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2021 ADDRESS: 3725 N Sherman Blvd, Milwaukee WI 53216, United States DESCRIPTION: Oversee the daily operations of the ministry, ensuring that staff, programs, finance, events and administrative functions run efficiently and align with the church's vision. Asist in implementing strategic goals to improve organizational systems and support church leadership so the ministry can effectively serve the congregation and the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-22 |
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