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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-07-17 |
Branch Locations
10900 Wayzata Blvd. Suite 220, Minnetonka, MN 55305 • 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. | Minnetonka | MN | 07/2002 | 07/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | 07/2020 |
| Thrivent Advisor Network, Llc | Minnetonka | MN | 07/2020 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Minnetonka | MN | 08/2020 | 09/2024 |
| Thrivent Investment Management Inc. | Minnetonka | MN | 09/2024 | Present |
DAVID WOLFF & ASSOCIATES LLC POSITION: Specialist of LTC Insurance NATURE: Long Term Care Referral INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2021 ADDRESS: 816 W Francis Ave, #482, Spokane WA 99205, United States DESCRIPTION: Refer clients to David Wolf, participate in client education meetings and professional training. FIXED INSURANCE POSITION: Agent NATURE: Selling/servicing Fixed insurance contracts INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2020 ADDRESS: 10900 Wayzata Blvd, Ste 220, Minnetonka MN 55305, United States DESCRIPTION: Selling/Servicing Fixed Insurance Contracts ELMOBE LLC POSITION: Partner NATURE: LLC is established for the expenses for the TAN/TIMI business INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2020 ADDRESS: 10900 Wayzata Blvd, Ste 220, Minnetonka MN 55305, United States DESCRIPTION: Pay the bills, owners salaries, bonuses, and staff for the LLC. THRIVENT ADVISOR NETWORK, LLC (DBA CROSSROADS FINANCIAL GROUP) POSITION: Wealth Advisor, Owner NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 08/20/2020 ADDRESS: 10900 Wayzata Blvd, Ste 220, Minnetonka MN 55305, United States DESCRIPTION: Provide Investment Advisory services to retail clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-23 |
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