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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tomah Area School District | Tomah | WI | 08/1999 | 07/2021 |
| Thrivent Financial | Tomah | WI | 07/2021 | 11/2021 |
| Thrivent Investment Management Inc | Tomah | WI | 11/2021 | Present |
| Thrivent Financial | Appleton | WI | 11/2021 | 02/2023 |
| Thrivent Financial | Appleton | WI | 02/2023 | Present |
TOMAH AREA SCHOOL DISTRICT POSITION: Head Boys Basketball Coach NATURE: Education INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2019 ADDRESS: 129 West Clifton St., Tomah WI 54660, United States DESCRIPTION: I will be acting as the boys head coach in all practice and games. Instructing and coaching players age 14-18v years of age. EUPRAXIA-TOMAH POSITION: Trainer NATURE: Eupraxia is gym/fitness class for adults. INVESTMENT RELATED: No NUMBER OF HOURS: 28 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: 1621 N Superior Ave., Tomah WI 54660, United States DESCRIPTION: I am a physical trainer here and I train adult classes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-01 |
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