Best Investors Account Sign in
Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2020-08-05
  • WI RA
    APPROVED
    Since 2020-08-05

Branch Locations

141 W Huron St, Berlin, WI 54923 • 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
Berlin Area School District Berlin WI 06/2015 06/2020
Thrivent Investment Management Inc Berlin WI 05/2020 Present
Thrivent Financial Appleton WI 06/2020 09/2020
Thrivent Financial Appleton WI 09/2020 Present
  • 06/2015 → 06/2020
    Berlin Area School District
    Berlin, WI
  • 05/2020 → Present
    Berlin, WI
  • 06/2020 → 09/2020
    Thrivent Financial
    Appleton, WI
  • 09/2020 → Present
    Thrivent Financial
    Appleton, WI
Other Businesses

WIAA POSITION: Football Official NATURE: I officiate high school and middle school football games. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2020 ADDRESS: 5516 Vern Holmes Dr., Stevens Point WI 54482, United States DESCRIPTION: I officiate high school and middle school football games. BERLIN AREA SCHOOL DISTRICT SCHOOL BOARD POSITION: Board Member NATURE: Hold discussions and make decisions that will benefit the Berlin Area School District. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/29/2024 ADDRESS: 222 Memorial Dr, Berlin WI 54923, United States DESCRIPTION: Hold discussions and vote on decisions that will benefit the Berlin Area School District. BERLIN CATHOLIC SCHOOL ENDOWMENT POSITION: Board member NATURE: This organization takes donations from local parishioners and invests this money in stocks, bonds, and CDs. Each year they direct a portion of the money towards the Berlin Catholic Regional School to be used however the administration decides to use it. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/14/2024 ADDRESS: N8579 Seward Dr, Berlin WI 54923, United States DESCRIPTION: As a board member of this organization, I will help decide how much we should donate to the school each year. I will not be directly involved in the selection process of various investments. This organization meets once per quarter for about one hour.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-04
  • S66 Uniform Combined State Law Examination
    2020-08-04

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Berlin, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor