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Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2022-08-02
AZ RA APPROVED 2008-02-04
  • OK RA
    APPROVED
    Since 2022-08-02
  • AZ RA
    APPROVED
    Since 2008-02-04

Branch Locations

408 W Main St, Payson, AZ 85541 • United States

1400 E White Mountain Blvd, Pinetop, AZ 85935 • 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 Pinetop AZ 07/2002 Present
Thrivent Financial For Lutherans Appleton WI 07/2002 Present
Other Businesses

ARIZONA STATE UNIVERSITY ALUMNI ASSOCIATION. P.O. BOX 873702 TEMPE, AZ 85287 NON-PROFIT THAT RAISES FUNDS TO SUPPORT SCHOLARSHIPS FOR INDIVIDUALS TO ATTEND ASU. I HAVE BEEN ELECTED TO SERVE AS A DIRECTOR STARTING SEPTEMBER 1, 2014. I TYPICALLY DEVOTE LESS THAN 3 HOURS PER MONTH OUTSIDE OF REGULAR TRADING HOURS. MY ROLE ENTAILS ATTENDING ALL SCHEDULED MEETINGS IN PERSON OF VIA TELECONFERENCE. I AM ALSO EXPECTED TO LEAD ONE COMMITTEE AND WORK TO SECURE ONE SPONSOR FOR THE ANNUAL WHITE MOUNTAIN SUN DEVIL STEAK FRY. PINETOP LAKESIDE SANITARY DISTRICT POSITION: BOARD MEIER NATURE: THE ROLE OF THE BOARD OF DIRECTORS AND STAFF AT THE PINETOP LAKESIDE SANITARY DISTRICTIS TO MANAGE THE WASTEWATER GENERATED BY OUR COMMUNITY IN AN EFFORT TO KEEP OUR SURFACE AND GROUND WATERS CLEAN. OUR ACTIONS HELP GUARANTEE THAT WE AND FUTURE GENERATIONS CAN ENJOY THE NATURAL BEAUTY OF OUR COMMUNITY. INVESTMENT RELATED: NO NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 0 START DATE: 01/14/2015 ADDRESS: 2600 ALISA LN., LAKESIDE AZ 85929 DESCRIPTION: I WILL BE SERVING AS A BOARD MEMBER. THIS ENTAILS MEETING ONCE PER MONTH AFTER BUSINESS HOURS TO REVIEW AND DISCUSS MATTERS RELATING TO THE BUSINESS AND OPERATIONS OF THE SANITARY DISTRICT. THE BOARD IS IN CHARGE OF MAKING DECISIONS REGARDING CURRENT BUSINESS AND THE FUTURE DIRECTION OF THE SANITARY DISTRICT. NORTHERN ARIZONA HEALTHCARE CORP. POSITION: NAH Investment Subcommittee NATURE: Northern AZ Healthcare is the largest healthcare system in northern AZ. They serve an area emcompassing more than 50,000 square miles and serve over 700,000 people with a team of 4,000 doctors, nurses and other experts. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2021 ADDRESS: 1200 N Beaver St., Flagstaff AZ 86001, United States DESCRIPTION: Meet at least twice per year with the NAH Investment Advisor to monitor performance and Advisor oversight of fund managers for the NAH Investment Portfolio. Approve, for proposal to the Board and NAH Finance, overall investment policies and changes in those policies. Provide oversight and recommendations for Requests for Proposals as needed to change the NAH Investment Advisor or verify that the advisor is performing at a high level when compared to their peers.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-25
S63 Uniform Securities Agent State Law Examination 1995-09-05
  • S66 Uniform Combined State Law Examination
    2008-01-25
  • S63 Uniform Securities Agent State Law Examination
    1995-09-05

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