Jonathan Edwards Wilterdink

Current Employers

Employment History

• 02/2016 → Present
  Thrivent Investment Management Inc
  Berea, OH
• 09/2016 → Present
  Thrivent Financial
  Appleton, WI
• 05/2016 → 09/2016
  Thrivent Financial
  Appleton, WI

Other Businesses

TRILOBITE GROUP, LLP POSITION: Co-Owner NATURE: Trilobite Group LLP will be leasing an office building from Dimetrodon Group LLC, both entities owned by three registered Thrivent reps (Jonathan Wilterdink, Curtis Bissell, Nathan Dorner). The LLP will operate as the entity that subleases office space to both registered RR with TIMI/Thrivent as well as non-registered/non-financial tenants within the building. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/04/2025 ADDRESS: 22021 Brookpark Road, Fairview Park OH 44126, United States DESCRIPTION: My responsibilities include managing/reviewing financial statements, lease agreements, contracts for building services, and handling tenant needs as they arise. THE OHIO METHODIST FOUNDATION POSITION: Board Volunteer NATURE: The Foundation provides stewardship resources, trustee of assets for churches and individuals, and gives grants and scholarships to fund ministry initiatives for local churches and clergy. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/17/2018 ADDRESS: 8800 Cleveland Ave NW, North Canton OH 44720, United States DESCRIPTION: Board responsibilities include reviewing grants and scholarships, keeping the foundation director accountable to the mission of the Foundation, reviewing annual financial audit, and informational reviews with Foundations fund manager WesPath. The foundation board does not any in any advisory capacity regarding accounts. LAKE COUNTY YMCA POSITION: Board Member NATURE: The Lake County YMCA is a non-profit that serves the community through exercise programs, youth development, and camp experiences. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2014 ADDRESS: 933 Mentor Ave, Painesville OH 44077, United States DESCRIPTION: The governing board reviews and approves financial reports, facility operations, capital improvements, capital campaigns, and grants for new program initiatives. Board members are expected to give time and financially to support the mission of the organization. LAKE COUNTY YMCA FINANCE CHAIR POSITION: Finance Committee Chair NATURE: The Lake County YMCA is a non-profit organization that provides services focusing on healthy living, youth development, and camps. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/19/2026 ADDRESS: 933 Mentor Ave, Painesville OH 44077, United States DESCRIPTION: The Finance chair leads the finance committee to provide oversight on the financial performance of the organization. The chair reviews financial reports, presents reports to the governing board for approval, reviews 3rd party audits, approves capital expenses based on the annually approved budget. During capital campaigns the finance committee is asked to have discussions with public banks regarding potential loans to fund projects. The finance chair has a standing invitation from the endowment committee but is not obligated to attend. The endowment committee meets with 3rd party custodians of the YMCA endowment. I have the ability to recuse myself from any decisions that would be investment related.

Exams

• S66 Uniform Combined State Law Examination
  2016-04-27