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Current Employers
Thrivent Advisor Network, Llc

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-09-23
  • OH RA
    APPROVED
    Since 2024-09-23

Branch Locations

14812 1St Street, Hoagland, IN 46745 • 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 Hoagland IN 03/2016 Present
Thrivent Financial Appleton WI 08/2016 Present
Thrivent Advisors Network Llc Hoagland IN 09/2024 Present
  • 03/2016 → Present
    Thrivent Investment Management Inc
    Hoagland, IN
  • 08/2016 → Present
    Thrivent Financial
    Appleton, WI
  • 09/2024 → Present
    Thrivent Advisors Network Llc
    Hoagland, IN
Other Businesses

ST. PAUL LUTHERAN CHURCH POSITION: Vice Chairman NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 10/17/2022 ADDRESS: 1075 Glenwood Ave, Napoleon OH 43545, United States DESCRIPTION: Running church meetings, supporting the elders, sitting on call committees,serve in worship, assist in set up for activities, be present at church functions, engaging in bible study PHILTWO LLC POSITION: Owner NATURE: LLC is established for the expenses for TAN/TIMI business INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 07/23/2024 ADDRESS: 14812 First St, Hoagland IN 46745, United States DESCRIPTION: Payroll, book keeping, staff oversight FIXED INSURANCE SALES POSITION: Insurance Producer NATURE: Selling/servicing fixed insurance contracts INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/07/2024 ADDRESS: 14812 First Street, Hoagland IN 46745, United States DESCRIPTION: Selling/servicing fixed insurance contracts THRIVENT ADVISOR NETWORK, LLC DBA PASSAGE WEALTH POSITION: Wealth Advisor/Owner NATURE: Affiliated retail investment advisory firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 10/07/2024 ADDRESS: 14812 First St, Hoagland IN 46745, United States DESCRIPTION: Provide investment advisory services to retail clients LUTHERAN MINISTRIES OF MERCY POSITION: Board Memeber NATURE: LUTHERAN MINISTRIES OF MERCY INC is the umbrella organization of Filling Homes of Mercy, Luther Home of Mercy and Lutheran Social Services of Northwestern Ohio. With the goal of promoting sustainability, improvement and innovation in the direct service operations, these partners are working together, combining administrative services, sharing resources and enhancing the lives of more than 42,000 people in their care. While each organization maintains their independent status, their combined strengths in advocacy, program delivery and organizational systems allow for more collective visibility and shared best practices.The mission is rooted in faith, supporting people with intellectual and developmental disabilities, enriching lives full of value, hope, and choice within their community.? INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/29/2024 ADDRESS: 5810 N Main St, Williston OH 43468, United States DESCRIPTION: One of many board members. Attend Board meetings. Provide guidance for the future of the Lutheran Ministries of Mercy. Assist establishes its policies. Provide community feedback to activity.?? ATJ WATERSEDGE LLC POSITION: Manger NATURE: Ownership of business rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2026 ADDRESS: 10634 Red Tail Run, Hoagland IN 46745, United States DESCRIPTION: Managing and maintaining the property owned by the LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-15
S63 Uniform Securities Agent State Law Examination 2016-06-28
  • S65 Uniform Investment Adviser Law Examination
    2016-08-15
  • S63 Uniform Securities Agent State Law Examination
    2016-06-28

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