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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-22 |
| PA | RA | APPROVED | 2003-11-11 |
Branch Locations
1736 Ferguson Rd, Allison Park, PA 15101 • United States
2723 S.O.M. Center Rd, Willoughby Hills, OH 44094 • United States
2790 Mosside Boulevard, Monroeville, PA 15146 • United States
Allison Park, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | Present |
| Thrivent Investment Management Inc | Allison Park | PA | 07/2002 | Present |
BETHEL LUTHERAN CHURCH POSITION: Board/Council Member NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/09/2020 ADDRESS: 301 Scott Ave, Glensahw PA 15116, United States DESCRIPTION: I will be involved in decisions involving the operations of the church including property and maintenance, mission work and social activities and the creation of policies and procedures. AL'S BIKE DRIVE POSITION: Director NATURE: Al's Bike Drive is a charity. It's been in existence for seven years but had just becomean approved not-for-profit through the IRS.We raise money through donations and then purchase bicycles that are directly donated to the Marine's Toys for Tots Program.Al Todd serves as director for this program. There is no compensation in this position. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 05/25/2015 ADDRESS: 1736 Ferguson Rd Suite 200, Allison Park PA 15101, United States DESCRIPTION: As Director, I oversee the raising of funds that are used to purchase the bicycles. I coordinate the purchase of the bicycles and the delivery of the bikes to the Marines. I am not involved in directly giving the bicycles to the ultimate recipients. TODD & CAULKINS LIMITED POSITION: Co-Owner NATURE: Personal Thrivent office space. We also rent to other Thrivent Advisors. Al's Bike Drive is a tenant. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/27/2012 ADDRESS: 1736 Ferguson Rd, Allison Park PA 15101, United States DESCRIPTION: Office building to use to conduct regular Thrivent business. Landlord. Al's Bike Drive is a tenant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-30 |
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