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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-04 |
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