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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 2019-12-11
  • WI RA
    APPROVED
    Since 2019-12-11

Branch Locations

116 S Third St, Watertown, WI 53094 • 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
First Bank Financial Centre Oconomowoc WI 11/2014 12/2019
Thrivent Investment Management Inc Watertown WI 07/2019 Present
Thrivent Financial Appleton WI 01/2020 03/2020
Thrivent Financial Appleton WI 03/2020 Present
  • 11/2014 → 12/2019
    First Bank Financial Centre
    Oconomowoc, WI
  • 07/2019 → Present
    Watertown, WI
  • 01/2020 → 03/2020
    Thrivent Financial
    Appleton, WI
  • 03/2020 → Present
    Thrivent Financial
    Appleton, WI
Other Businesses

JOHNSON CREEK HISTORICAL SOCIETY POSITION: Vice President NATURE: We are a group of people from the Johnson Creek area who are dedicated to the preservation of the history of our community. In addition to updating and staffing our Museum we organize local events throughout the year. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 03/15/2021 ADDRESS: 110 Aztalan St., Johnson Creek WI 53038, United States DESCRIPTION: Second in line to President. Attend monthly board meetings and help with events. SAFE FAMILIES FOR CHILDREN WISCONSIN POSITION: Development Board Member NATURE: SafeFamiliesforChildrenJeffersonandDodgeCountyWI SafeFamiliesforChildreninJeffersonandDodgeCounties,Wisconsin,isamovementdedicatedtosupportingfamiliesfacingsocialisolation.Theprogramconnectsparentstoanetworkofsupportthroughfamily-likerelationshipswithvettedvolunteers.Itpartnerswithchurches,localcommunityagencies,volunteerfamilies,andgovernmentorganizationsacrossthecountry.Thenetworkprovidesessentialextendedfamilylikerelationshipstonearly1,000childrenandfamiliesannually.Theprogramiscurrentlyinadevelopmentphase,focusingonfindinghostfamiliesandbuildingthenecessaryinfrastructure.Volunteerrolesareavailableforthosepassionateaboutservingthefatherless,widows,andorphans. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2026 ADDRESS: 672 Johnson Street Suite 309, Watertown WI 53094, United States DESCRIPTION: Serve a two-year term and volunteer around 4 hours per month on average. Ambassadors who can cast vision for the movement amongst their personal, church, civic, and professional networks, proactively seeking information beneficial to organization development efforts. Recruiters who connect potential volunteers to donors to the movement and assist in identification and recruitment of new Development Board members. Fundraisers who assist local staff in raising an annual budget by sharing their networks and their personal finances. Current fundraising efforts include two local fundraisers and one year end campaign with an expectation of give or get $5000 for Safe Families for Children each calendar year. Volunteers roll up their sleeves and participate in the movement which could include event involvement, training support, one of the four volunteer roles, tabling and other areas of interest or expertise. Advisors who use their wisdom, skills, and experience to guide local staff towards good, on-mission outcomes, including participate in local interviews of new staff.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-10
  • S66 Uniform Combined State Law Examination
    2019-12-10
Other Names
  • Toni Bornshlegel
  • Toni Flint

View on SEC IAPD

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