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Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-06
CO RA APPROVED 2023-08-09
  • TX RA
    APPROVED_RES
    Since 2026-01-06
  • CO RA
    APPROVED
    Since 2023-08-09

Branch Locations

336 S 10Th St, Montrose, CO 81401 • United States

Montrose, CO • 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
Thrivent Investment Management Inc Montrose CO 10/2022 Present
Clubb's Store Company Delta CO 11/2016 08/2023
Self Montrose CO 02/2011 11/2016
Self Montrose CO 09/2017 08/2023
Thrivent Financial Appleton WI 08/2023 Present
  • 10/2022 → Present
    Montrose, CO
  • 11/2016 → 08/2023
    Clubb's Store Company
    Delta, CO
  • 02/2011 → 11/2016
    Self
    Montrose, CO
  • 09/2017 → 08/2023
    Self
    Montrose, CO
  • 08/2023 → Present
    Thrivent Financial
    Appleton, WI
Other Businesses

BOOKKEEPING POSITION: Bookkeeper/self-employed NATURE: Bookkeeping INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2017 ADDRESS: 8953 6085 Rd., Montrose CO 81401, United States DESCRIPTION: entering expense transactionsreconciling bank statementspayrollpreparing sales tax forms, W-2's, etc. CLUBB'S STORE COMPANY POSITION: none NATURE: Retail store INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2016 ADDRESS: 417 Main Street, Delta CO 81416, United States DESCRIPTION: Assist owner with tasks that include basic data management/bookkeeping pertaining to inventory; some customer communications SAN JUAN CHRISTIAN HOME EDUCATORS POSITION: Board Member NATURE: "The Purpose of SJCHE - We exist to encourage parents in their homeschool journey by: Informing parents of pertinent homeschool legal issues, homeschool current events, seminars, or conferences; Investing in families by providing an atmosphere for exchange of teaching techniques, curriculum information, volunteer-led group activities such as: family and high school socials, educational field trips, sports, and senior graduation; Exalting the Lord Jesus Christ as we represent His Name in our homes and in the community." INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 63752 Ranger Rd., Montrose CO 81403, United States DESCRIPTION: I will attend meetings. Typical business items include activities for the group - high school social activities, family activities. I have been asked to serve on the board primarily for the purpose of establishing connections with alumni since our family was a part of this group in the past and I have knowledge of how the group functioned in the past. VALLEY SYMPHONY ASSOCIATION POSITION: Board Member NATURE: The Valley Symphony Association is a 501c3 nonprofit organization of volunteer musicians and administrators who plan and deliver musical concerts for the benefit of Western Colorado communities. Approximately twelve concert events are held each year. The concert season typically runs from September through April. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 02/09/2026 ADDRESS: PO Box 3144, Montrose CO 81402, United States DESCRIPTION: 1) Attendance at Board meetings and participation in general VSA oversight and governance activities, 2) assistance on ad hoc Board task teams to help plan and execute each season of music, 3) assistance at concert events (lobby setup, oversight of volunteers, serving as a Board representative to help answer guest questions, etc.)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-08
  • S66 Uniform Combined State Law Examination
    2023-08-08
Other Names
  • Rhoda Fe Wegener

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