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

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-06-06
IN RA APPROVED 2022-05-12
  • OH RA
    APPROVED
    Since 2023-06-06
  • IN RA
    APPROVED
    Since 2022-05-12

Branch Locations

712 W Ervin Road, Van Wert, OH 45891 • United States

3711 Rupp Dr, Fort Wayne, IN 46815 • United States

739 E Monroe St, Decatur, IN 46733 • 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 Van Wert OH 05/2021 02/2022
Blue Flame Hospitality Fort Wayne IN 11/2019 05/2021
Indiana Hospitality Group Fort Wayne IN 06/2019 11/2019
Hilton Garden Inn Fort Wayne IN 07/2016 07/2019
Holiday Inn Purdue Fort Wayne Fort Wayne IN 08/2016 07/2017
Beachbody Santa Monica CA 05/2019 02/2022
Thrivent Investment Management Inc Van Wert OH 10/2021 Present
Thrivent Financial Appleton WI 02/2022 Present
  • 05/2021 → 02/2022
    Thrivent
    Van Wert, OH
  • 11/2019 → 05/2021
    Blue Flame Hospitality
    Fort Wayne, IN
  • 06/2019 → 11/2019
    Indiana Hospitality Group
    Fort Wayne, IN
  • 07/2016 → 07/2019
    Hilton Garden Inn
    Fort Wayne, IN
  • 08/2016 → 07/2017
    Holiday Inn Purdue Fort Wayne
    Fort Wayne, IN
  • 05/2019 → 02/2022
    Beachbody
    Santa Monica, CA
  • 10/2021 → Present
    Van Wert, OH
  • 02/2022 → Present
    Thrivent Financial
    Appleton, WI
Other Businesses

SAINT PAUL LUTHERAN CHURCH POSITION: Endowment Committee NATURE: Saint Paul Lutheran church is a confessional, liturgical congregation of The Lutheran Church- Missouri Synod. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 4510 W 750 N, Decatur IN 46733, United States DESCRIPTION: The Endowment Committee reviews requests from boards, other committees, and individual requests. The Endowment Committee either approves or declines the request based on if the request fits the criteria for funding. The committee meets once a year in January and on as needed basis.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-04
S63 Uniform Securities Agent State Law Examination 2021-12-15
  • S65 Uniform Investment Adviser Law Examination
    2022-05-04
  • S63 Uniform Securities Agent State Law Examination
    2021-12-15
Other Names
  • Sara Rose Williamson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Van Wert, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor