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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-03-16 |
| WI | RA | APPROVED | 2023-03-14 |
Branch Locations
600 Portland Ave S, Minneapolis, MN 55415 • United States
De Pere, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associated Investment Services, Inc. | Green Bay | WI | 11/2014 | 10/2016 |
| U.S. Bancorp Investments, Inc. | Edina | MN | 10/2016 | 03/2023 |
| The Oc | Green Bay | WI | 08/2022 | Present |
| Thrivent Investment Management Inc | Minneapolis | MN | 03/2023 | Present |
CHERRY HILLS GOLF & LODGE POSITION: Bartender/Server NATURE: Golf, restaurant, and lodge INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2015 ADDRESS: 5905 Dunn Road, Sturgeon Bay WI 54235, United States DESCRIPTION: Bartend (golf course and inside bar), server JANINE AMUNDSON - HAND CRAFTED BY J POSITION: Owner NATURE: No business name. I paint for exhibitions and sale. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2024 ADDRESS: 1946 Hawthorne Heights Dr, De Pere WI 54115, United States DESCRIPTION: Create and sell paintings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-09 |
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