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Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2018-08-03
  • WI RA
    APPROVED
    Since 2018-08-03

Branch Locations

403 Grand Ave, Merrill, WI 54452 • 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
Brown County Publishing Merrill WI 08/2004 10/2017
None Merrill WI 10/2017 06/2018
Thrivent Investment Management Inc Merrill WI 06/2018 Present
Thrivent Financial Appleton WI 06/2018 10/2018
Thrivent Financial Appleton WI 10/2018 Present
  • 08/2004 → 10/2017
    Brown County Publishing
    Merrill, WI
  • 10/2017 → 06/2018
    None
    Merrill, WI
  • 06/2018 → Present
    Merrill, WI
  • 06/2018 → 10/2018
    Thrivent Financial
    Appleton, WI
  • 10/2018 → Present
    Thrivent Financial
    Appleton, WI
Other Businesses

JESSI'S WISH POSITION: Board member NATURE: Cancer charity that holds one or morebenefits per year to raise money for local cancer sufferers. Cancer sufferers apply for grant money to offset travel for treatments, treatment cost if uninsured, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 11/25/2018 ADDRESS: N873 Mile Square Ave., Merrill WI 54452, United States DESCRIPTION: Meet to make decisions on various small decisionsfor the event(s), volunteer hours scheduled, confirm who will reach out to which small businesses for donations, confirm who will receive grants (virtually everyone as long as there is money in the fund). RIVER BEND TRAIL POSITION: Board Member NATURE: Created a paved trail that runs along the Wis. River in Merrill, and now continues to expand the scope and breadth of the trail. Hikers and bikers use the trail. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 02/02/2021 ADDRESS: 404 S. Park St., Merrill WI 54452, United States DESCRIPTION: Meetingmost months to discuss trail expansion options, funding of projects, public events. CENTRAL WISCONSIN OFFROAD CYCLING COALITION POSITION: Board of Directors member NATURE: CWOCC advocates for fitness through mountain biking. They hold a number of events each year, and are always planning building new trails and maintaining the current trails. They work closely with Marathon and Lincoln counties, as well as the City of Merrill INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2025 ADDRESS: P.O. Box 745, Wausau WI 54402, United States DESCRIPTION: Help with planning of new trails and maintaining current trails. Listen to concerns/ideas of club members. Help with organized rides.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-02
  • S66 Uniform Combined State Law Examination
    2018-08-02

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