John Thomas Levi

Current Employers

Employment History

• 07/2002 → 11/2020
  Thrivent Investment Management Inc.
  Hudson, WI
• 07/2002 → 11/2020
  Thrivent Financial For Lutherans
  Appleton, WI
• 02/2021 → 08/2022
  Thrivent Advisor Network, Llc
  Hudson, WI
• 02/2021 → 06/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2020 → 02/2021
  Thrivent Advisor Network, Llc
  Hudson, WI
• 10/2024 → Present
  Beacon Pointe Advisors, Llc
  Hudson, WI
• 10/2024 → Present
  Beacon Pointe Insurance Services
  Hudson, WI

Previous Registrations

• 2022-08-01 → 2024-11-14
  Landmark Wealth Management Group
  Hudson, WI
  Lake Elmo, MN
• 2020-12-15 → 2022-08-15
  Thrivent Advisor Network, Llc
  Minneapolis, MN
  Hudson, WI
• 2004-07-14 → 2021-02-03
  Thrivent Investment Management Inc.
  River Falls, WI
  River Falls, WI
  Hudson, WI

Other Businesses

1) Beacon Pointe Advisors, LLC. Investment related. At registered location. RIA. IAR. 10/2024. 160 hrs/month. 160 hrs during securities hrs. Provide advice based on client needs. 2) Fixed Insurance. Not investment related. At registered location. Fixed insurance. Agent. 2/2021. 10 hrs/month. 10 hrs during securities hrs. Sale of insurance products. 3) River Falls QOZB, LLC. Investment related. N 8654 1090 St., River Falls, WI 54022. Housing. Silent partner. 1/2022. 1 hr/month. 0 hrs during securities hrs. Silent partner, investment assisted living property, no duties, receive regular updates on the progress of the facility. 4) Rental property. Not investment related. 109 Freemont St., River Falls, WI 54022. Real estate. Landlord. 9/2015. 2 hrs/month. 0 hrs during securities hrs. Not rented to any clients.

Exams

• S66 Uniform Combined State Law Examination
  2005-06-03
• S63 Uniform Securities Agent State Law Examination
  1994-01-13