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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-09-02 |
| MI | RA | APPROVED | 2024-02-02 |
| TX | RA | APPROVED | 2021-05-13 |
| WI | RA | APPROVED | 2020-01-10 |
Branch Locations
1625 E Washington St, West Bend, WI 53095 • United States
6900 E Joy Rd, Ann Arbor, MI 48105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Andrew Mortenson - Thrivent Financial | West Bend | WI | 05/2019 | 01/2020 |
| Mod Super Fast Pizza | New Berlin | WI | 05/2018 | 06/2019 |
| University Of Wisconsin - La Crosse | New Berlin | WI | 09/2017 | 05/2019 |
| Heritage Christian Schools | New Berlin | WI | 08/2009 | 08/2017 |
| Spielman Property Management | Muskego | WI | 06/2016 | 09/2016 |
| Thrivent Investment Management Inc | West Bend | WI | 08/2019 | Present |
| Andrew Mortenson - Thrivent Financial | West Bend | WI | 01/2020 | 12/2020 |
| Thrivent Financial | Appleton | WI | 12/2020 | 03/2021 |
| Thrivent Financial | Appleton | WI | 03/2021 | Present |
KETTLEBROOK CHURCH INC. POSITION: Chair of the Finance Committee NATURE: Kettlebrook Church is a non-denominational church and their websites describes the church's focus as seen below."We are a spiritual family thathave decided to follow this incredible man, Jesus Christ, and have begun to orient our lives around Him. We are at various points on our spiritual journey with Him however, the important thing is not where we are, but what direction we are moving in." INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2022 ADDRESS: 2378 West Washington Street, West Bend WI 53095, United States DESCRIPTION: I will be running quarterly meetings with the committee to review the budget and if necessary, to make any changes and ultimately approve the budget. PRIVATE BASEBALL LESSONS POSITION: Instructor NATURE: I will be providing private baseball lessons for youth baseball players in the realms of hitting, pitching fielding, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2022 ADDRESS: 1013 Fairfield Ln, West Bend WI 53090, United States DESCRIPTION: I will be working with youth on an individualized basis to work with them on their desired areas of baseball that they want to improve. BARREL BANTER LLC POSITION: Podcast Co-Host NATURE: The business is co-owned equally between my brother, David Go and myself. The LLC was created to own The Barrel Banter Podcast. A podcast focused on covering the Milwaukee Brewers baseball team. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2020 ADDRESS: N62W14724, Milwaukee WI 53051, United States DESCRIPTION: The duties of the role is acting as co-host of the podcast for an occasional episode or to serve as a guest on other sports podcasts to discuss the Milwaukee Brewers. The podcast will no longer be releasing FAMILY PROMISE OF WASHINGTON COUNTY POSITION: President of the Board of Directors NATURE: Family Promise is a non-profit organization that rebuilds lives with compassion by providing resources and services that prevent and end homelessness for individuals and families in Washington County. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2022 ADDRESS: 450 E Water St, West Bend WI 53095, United States DESCRIPTION: - Create and further the organization's mission and values- Selecting, Supporting, and Reviewing the Executive Director- Organizational Planning- Serving on committees- Attend monthly one-hour board meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-09 |
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