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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-16 |
| WI | RA | APPROVED | 2019-06-10 |
Branch Locations
26 S Main St., Mayville, WI 53050 • United States
Mayville, WI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc | Horicon | WI | 01/2014 | 11/2017 |
| Commonwealth Financial Network | Waltham | MA | 11/2017 | 05/2019 |
| Thrivent Investment Management Inc | Mayville | WI | 06/2019 | Present |
| Thrivent Financial | Appleton | WI | 06/2019 | 08/2019 |
| Thrivent Financial | Appleton | WI | 08/2019 | Present |
PENN MUTUAL POSITION: Agent NATURE: Life Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/25/2016 ADDRESS: 1015 S Spring St, Beaver Dam WI 53916, United States DESCRIPTION: Receiving trailing commissions only MAYVILLE VOLUNTEER FIRE DEPARTMENT POSITION: firefighter NATURE: Volunteer fire department INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 10/10/2023 ADDRESS: 522 Horicon St, Mayville WI 53050, United States DESCRIPTION: Assist in local fire department duties for on scene fire, ambulance, need CHRISTIAN LIFE FELLOWSHIP POSITION: Secretary NATURE: Board Member/Deacon - voting member for church activity. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 113 N Clark St, Mayville WI 53050, United States DESCRIPTION: Record meeting minutes and vote on church matters
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-05 |
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