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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-03-24 |
Branch Locations
411 North River Road, West Bend, WI 53090 • United States
West Bend, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milwaukee Rescue Mission | Milwaukee | WI | 10/2020 | 02/2022 |
| Wells Fargo Funds Distributor | Menomonee Falls | WI | 01/2014 | 04/2018 |
| Thrivent Investment Management Inc | West Bend | WI | 01/2022 | Present |
| Wells Fargo Asset Management | Menomonee Falls | WI | 04/2018 | 11/2020 |
| Thrivent Financial | Appleton | WI | 04/2022 | 08/2022 |
| Thrivent Financial | Appleton | WI | 08/2022 | Present |
VOIGT LANDSCAPE CONSULTANTS POSITION: Business Administrator NATURE: My husband Charles Voigt is the sole proprietor of a landscape consulting business since 2005 which includes landscape designs, plant sales and landscape maintenance. He is an independent sales representative for McKay Nursery and clients purchase plants through McKay. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2005 ADDRESS: 1016 Summer Street, West Bend WI 53090, United States DESCRIPTION: I deposit checks, pay suppliers and vendors, maintain business records, pay taxes and file the tax returns. I do not have direct compensation. JUICE PLUS POSITION: Partner NATURE: Juice Plus delivers concentrated plant-based nutrition in powders, capsules etc. They sell directly to consumers through a version of multi level marketing. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/29/2026 ADDRESS: 140 Crescent Dr, Covington OH 38017, United States DESCRIPTION: January 29th I made an initial purchase of Juice Plus products and signed up as a partner simply for receiving a discount or credit for my purchases, to reduce the costs of the products to me. If the products really work as advertised, I plan to use them and tell friends and family about them. Other people will likely buy products from me and some people may choose to be a partner under me. Then I will earn a percent of their sales. GLOBAL ADVANCE TEAM - COMMUNITY CHURCH POSITION: Committee Member NATURE: I am part of the Global Advance Team at Community Church, West Bend, WI. We function as the missions committee. The committee is headed by our senior pastor. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2018 ADDRESS: 2005 S. Main Street, West Bend WI 53095, United States DESCRIPTION: The committee keeps in touch with the local and international outreach workers that we support. We pray for them, keep the church informed of their activities and needs. We recommend the budget amounts and amounts given by the church for any special needs that the workers have. We also organize events for them to present their ministries and for raising funds.Our committee is under the Elder Board who have the final say in the budget and most other matters. The elders approve the budget and additional expenses with involvement of the Church Treasurer. The church bookkeeper issues checks and tracks expenses.I started on this committee in about 2006. Took a break from 2016 to 2018 (about) and restarted in 2018.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-21 |
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