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Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2018-04-30
  • WI RA
    APPROVED
    Since 2018-04-30

Branch Locations

3233B Business Park Drive, Stevens Point, WI 54481 • United States

Stevens Point, WI • United States

Sun Prairie, WI • 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 Stevens Point WI 07/2016 Present
Thrivent Financial Appleton WI 07/2016 11/2016
Thrivent Financial Appleton WI 11/2016 Present
  • 07/2016 → Present
    Stevens Point, WI
  • 07/2016 → 11/2016
    Thrivent Financial
    Appleton, WI
  • 11/2016 → Present
    Thrivent Financial
    Appleton, WI
Other Businesses

CATAPULT, INC POSITION: Board Member NATURE: Catapult Inc is passionate about seeing the Gospel spread on this earth! Church planting and supporting missionaries in the field are two areas of focus for Catapult. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2022 ADDRESS: 6628 Channel Road, Waterford WI 53185, United States DESCRIPTION: I will attend 1-2 board meetings per year. KAIROS NETWORKS POSITION: Partner NATURE: Assist with my husband's IT consulting business with administrative support and staffing. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 1721 OKeeffe Avenue, Sun Prairie WI 53590, United States DESCRIPTION: Scheduling with businesses and additional IT contractors. EMILY BOUCHE COACHING POSITION: Coach NATURE: 1-2 business coaching clients/sessions per month. Not solicited, referral only. Some pro bono work. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2025 ADDRESS: 1721 OKeeffe Avenue, Sun Prairie WI 53590, United States DESCRIPTION: Provide 1 to 1 or small group instruction 1-2 times per month virtually or via phone. Main topic is business building, prospecting, client service model, language, etc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-27
S63 Uniform Securities Agent State Law Examination 2016-09-06
  • S65 Uniform Investment Adviser Law Examination
    2018-04-27
  • S63 Uniform Securities Agent State Law Examination
    2016-09-06

View on SEC IAPD

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