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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-10-12 |
Branch Locations
300 N 3Rd Street, Wausau, WI 54403 • United States
Wausau, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marathon School District | Marathon | WI | 09/2017 | 07/2020 |
| Mosinee School District | Mosinee | WI | 01/2015 | 08/2017 |
| Thrivent Investment Management Inc | Wausau | WI | 07/2020 | Present |
| Thrivent Financial | Appleton | WI | 08/2020 | 12/2020 |
| Thrivent Financial | Appleton | WI | 12/2020 | Present |
WAUSAU SCHOOL DISTRICT POSITION: Substitute Teacher NATURE: Wausau School District oversees our local public schools. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 10/01/2022 ADDRESS: 415 Seymour Street, Wausau WI 54403, United States DESCRIPTION: I would like to substitute teach in the local high school 1-2 days/month. This is a paid position and includes responsibilities for classroom management, communications with students and staff, and delivery of lesson plans. BE BLUE LLC POSITION: owner NATURE: be blue LLC will be the umbrella business for me to run yoga retreats, teach yoga classes, and host health/wellness classes. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 2016 Ewing Street, Wausau WI 54403, United States DESCRIPTION: I will be teaching yoga classes and hosting occasional yoga/wellness retreats. I will manage all finances. I do not plan to hire any employees or own or rent any buildings. WOODSON YMCA WAUSAU BRANCH POSITION: Yoga Instructor NATURE: Yoga instructor INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 3 START DATE: 02/15/2024 ADDRESS: N 3rd Street, Wausau WI 54403, United States DESCRIPTION: Teach yoga one-three hours/week on site. WISCONSIN PUBLIC RADIO ASSOCIATION POSITION: WPR Board Member NATURE: Wisconsin Public Radio provides informative programming and music to the state of Wisconsin. The WPR Association Board represents the 50,000 members in general as a well as on one of four committees; governance, development, finance, and joint advocacy (in combination with Wisconsin Public Television). INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2024 ADDRESS: 821 University Avenue, Madison WI 53706, United States DESCRIPTION: I will serve as a general member of the board, helping to guide it's mission of supporting Wisconsin Public Radio. I will also serve as a member of one of the four committees. AFTER HOURS ROTARY POSITION: Community Engagement Co-chair NATURE: After Hours Rotary brings the values of diversity, volunteerism and community awareness to the Greater Wausau Area. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2025 ADDRESS: 2401 Sarus Lane, Weston WI 54476, United States DESCRIPTION: I will help seek out volunteer opprtunities in the coomunity and coordinate club members. KAUL FOR ATTORNEY GENERAL POSITION: Treasurer NATURE: Josh Kaul is the Attorney General for Wisconsin. This is his campaign committee. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2019 ADDRESS: PO Box 5522, Madison WI 53705, United States DESCRIPTION: I review the campaign reports and lend my official approval for submission with the State of Wisconsin Campaign Finance review committee. If asked, I would help solicit campaign donations by hosting an event. In addition, my name may be used on any campaign materials as the treasurer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-09 |
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