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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-06 |
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