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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-06-11 |
Branch Locations
4500 N. Prospect Rd Suite 200, Peoria Heights, IL 61616 • United States
600 Portland Avenue South, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Peoria | IL | 08/2009 | 05/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 12/2009 | 07/2017 |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2017 | 05/2020 |
| Thrivent Advisor Network, Llc Dba Palomar Wealth | Peoria Heights | IL | 05/2020 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Peoria Heights | IL | 06/2020 | 09/2024 |
| Thrivent Investment Management Inc | Peoria Heights | IL | 10/2024 | Present |
FIXED INSURANCE SALES POSITION: Insurance Agent NATURE: Selling/servicing fixed insurance contracts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/29/2024 ADDRESS: 4500 N PROSPECT RD; STE 200, PEORIA HEIGHTS IL 61616, United States DESCRIPTION: Selling/Servicing fixed insurance contracts THRIVENT ADVISOR NETWORK, LLC DBA PALOMARWEALTH POSITION: Director of Brokerage Services NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 05/01/2020 ADDRESS: 4500 N PROSPECT RD; STE 200, PEORIA HEIGHTS IL 61616, United States DESCRIPTION: Provide investment advisory services to retail clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-18 |
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