Best Investors Account Sign in
Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-10
WI RA APPROVED 2016-06-16
  • TX RA
    APPROVED_RES
    Since 2025-04-10
  • WI RA
    APPROVED
    Since 2016-06-16

Branch Locations

201 Industrial Dr, Mondovi, WI 54755 • United States

1509 Stout Rd, Menomonie, WI 54751 • United States

Menomonie, WI • 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 Mondovi WI 12/2013 Present
Thrivent Financial Appleton WI 07/2014 Present
Other Businesses

RENTAL PROPERTY POSITION: Owner NATURE: I recently purchased the entire building where I office my financial practice. It is a condo with separate office space, entrance, and business that rents from me. It is one other separate office space that will be rented. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2026 ADDRESS: 1509 Stout Road Suite 100, Menomonie WI 54751, United States DESCRIPTION: Managing the property, paying the bills, and collecting the rent. I am the owner of the property and there is nobody else involved in the managing of the rental.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-15
S63 Uniform Securities Agent State Law Examination 2014-05-03
  • S65 Uniform Investment Adviser Law Examination
    2016-06-15
  • S63 Uniform Securities Agent State Law Examination
    2014-05-03

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mondovi, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor