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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 3M | St. Paul | MN | 05/2015 | 07/2017 |
| 3M | St. Paul | MN | 07/2017 | 03/2021 |
| Thrivent Investment Management Inc | Glenwood City | WI | 06/2021 | Present |
| Thrivent Financial | Appleton | WI | 03/2022 | 07/2022 |
| Thrivent Financial | Appleton | WI | 07/2022 | Present |
GLENWOOD CITY AREA COMMUNITY CLUB POSITION: Committee Member NATURE: Community organization to support initiatives and activities that foster community relationships for all residents & businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: PO Box 233, Glenwood City WI 54013, United States DESCRIPTION: Helping to serve at events, coordinating logistics, brainstorming ideas for different opportunities to better serve the community and its residents and businesses. SWENBY PROFESSIONAL BUILDING POSITION: Owner NATURE: Commercial office space, primarily used for Thrivent - Glen Hills Group team INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 11/30/2024 ADDRESS: 103 E Oak St, Glenwood City WI 54013, United States DESCRIPTION: My husband and I are purchasing the commercial building space that I currently work in from current owners. Outside tenants will be vacating by 12/31/24. COMMUNITY FOUNDATION OF GLENWOOD CITY POSITION: Secretary NATURE: Local citizen group focused on improving & revitalizing Glenwood City and surrounding areas focused on well-being and happiness of all citizens. First project is the Hinman Park revitalization project. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2025 ADDRESS: 624 Syme Ave, Glenwood City WI 54013, United States DESCRIPTION: Take meeting minutes; help promote various activities and events to bring attention to the efforts of this group through fundraising.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-04 |
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