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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-19 |
| IL | RA | APPROVED | 2020-06-19 |
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 | 07/2002 | 06/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | 06/2020 |
| Thrivent Advisor Network, Llc | Peoria Heights | IL | 06/2020 | Present |
| Purshe Kaplan Sterling Investments - Ap | Albany | NY | 06/2020 | 09/2024 |
| Thrivent Investment Management, Inc. | Peoria Heights | IL | 10/2024 | Present |
THRIVENT ADVISOR NETWORK, LLC DBA AS PALOMARWEALTH. POSITION: Wealth Advisor NATURE: Affiliated retail investment advisory firm. INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 06/01/2020 ADDRESS: 4500 N. Prospect, Suite 200, Peoria Heights IL 61616, United States DESCRIPTION: Provide investment advisory services to retail clients. CENTRAL IL FINANCIAL CONSULTANTS, LLC POSITION: Owner/CEO NATURE: LLC is established for the expenses for TAN/TIMI business. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2017 ADDRESS: 4500 N. Prospect, Suite 200, Peoria Heights IL 61616, United States DESCRIPTION: Owner of LLC and necessary daily activities with running a business as the business owner. FIXED INSURANCE SALES POSITION: Insurance producer/Agent NATURE: Selling/servicing fixed insurance contracts. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/01/2020 ADDRESS: 4500 N Prospect Rd, Ste 200, Peoria Heights IL 61616, United States DESCRIPTION: Selling/servicing fixed Insurance contracts PALOMARBETA LLC POSITION: Owner/Manager of LLC NATURE: LLC is established for the expenses for TAN/TIMI business INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2023 ADDRESS: 4500N. Prospect, Suite 200, Peoria Heights IL 61616, United States DESCRIPTION: Operation of PalomarBeta, expense payments, HR responsibilities, marketing, growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-16 |
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