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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-21 |
| IA | RA | APPROVED | 2022-05-24 |
Branch Locations
610 Broadway St, Story City, IA 50248 • United States
703 S Oak St, Iowa Falls, IA 50126 • United States
112 West Bremer Avenue, Waverly, IA 50677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Belt Bank & Trust | Iowa Falls | IA | 02/2018 | 06/2022 |
| American Family Insurance | Davenport And Eldora | IA | 09/2011 | 02/2018 |
| Thrivent Investment Management Inc | Iowa Falls | IA | 11/2021 | Present |
| Thrivent Financial | Appleton | WI | 06/2022 | Present |
ELLSWORTH COLLEGE FOUNDATION POSITION: Board Member NATURE: Scholarship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 1100 College Ave., Iowa Falls IA 50126, United States DESCRIPTION: Attend board meetings HANSEN FAMILY HOSPITAL POSITION: Board of Trustees Member NATURE: Hansen Family Hospitalis a municipally-owned Critical Access Hospital located in the community of Iowa Falls.We provide Hardin County and the surrounding communities with local healthcare services and critical care.? INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2023 ADDRESS: 920 S Oak St, Iowa Falls IA 50126, United States DESCRIPTION: Review the board packet prior to each board meeting. Attend monthly board meetings to make decisions for the organization. LIGHTHOUSE CENTER OF HOPE POSITION: Board Member NATURE: Lighthouse provides free pregnancy resources and counseling for the community and surrounding areas. They also provide adoption referrals. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2025 ADDRESS: 17 Thompson Ave, Iowa Falls IA 50126, United States DESCRIPTION: Attend board meetings and assist in the decision making of the organization. ATLAS PARTNERS, LLC POSITION: Member NATURE: Commercial Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2025 ADDRESS: 1209 Wicks Way, Story City IA 50248, United States DESCRIPTION: Decisions about the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-23 |
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