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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-05-08 |
Branch Locations
1227 Corporate Center Dr Ste 205, Oconomowoc, WI 53066 • United States
Waukesha, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fis | Milwaukee | WI | 09/2017 | 05/2019 |
| Home Path Financial | Butler | WI | 07/2016 | 09/2017 |
| Thrivent Investment Management Inc | Waukesha | WI | 02/2019 | Present |
| Thrivent Financial | Appleton | WI | 05/2019 | 07/2019 |
| Thrivent Financial | Appleton | WI | 07/2019 | Present |
AMERICAN MARKETING ASSOCIATION- MILWAUKEE CHAPTER POSITION: VP- Finance NATURE: AMA Milwaukee is a marketing organization that focuses on having members join to hose events and promote local businesses. They partner with many local companies to host events to showcase that business and promote current changes/trends in their industry. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/16/2022 ADDRESS: S69W19231 Lembezeder Dr, Muskego WI 53150, United States DESCRIPTION: This VP role will be in charge of reconciling accounts and tracking membership numbers and dues. It will also be involved in making decisions on what the organization will do in terms of hosing events, partnerships, ways to grow membership, etc. I will also be responsible to report on the monthly numbers to the rest of the committee each month, and they will also have oversight of all the numbers throughout the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-06 |
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