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Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-01-21
IL RA APPROVED 2019-09-17
  • TX RA
    APPROVED_RES
    Since 2021-01-21
  • IL RA
    APPROVED
    Since 2019-09-17

Branch Locations

3240 Hedley Rd, Springfield, IL 62711 • United States

784 Wall St, O'FAllon, IL 62269 • United States

1400 N Wood Rd, Murphysboro, IL 62966 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial Yes
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Visionary Wealth Advisors Edwardsville IL 07/2016 03/2019
Unemployed O'FAllon IL 03/2019 05/2019
Thrivent Investment Management Inc O'FAllon IL 06/2019 Present
Thrivent Financial Appleton WI 07/2019 11/2019
Thrivent Financial Appleton WI 11/2019 Present
  • 07/2016 → 03/2019
    Visionary Wealth Advisors
    Edwardsville, IL
  • 03/2019 → 05/2019
    Unemployed
    O'FAllon, IL
  • 06/2019 → Present
    O'FAllon, IL
  • 07/2019 → 11/2019
    Thrivent Financial
    Appleton, WI
  • 11/2019 → Present
    Thrivent Financial
    Appleton, WI
Previous Registrations
  • 2016-07-29 → 2019-04-05
    Edwardsville, IL
    O'FAllon, IL
    St. Louis, MO
  • 2015-07-23 → 2016-10-20
    Financial Engines Advisor Center, Llc
    Shiloh, IL
    Overland Park, KS
  • 2014-06-04 → 2015-09-08
    The Mutual Fund Store
    Overland Park, KS
    Shiloh, IL
Other Businesses

FIRST PRIORITY OF METRO EAST STL POSITION: Board Member NATURE: First Priority is a non-profit 501c3 organization that focuses on evangelistic public school clubs where students lead discussions on Christ to other students. There are teacher sponsors and coaches who help facilitate the meetings. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2025 ADDRESS: Box 23, Belleville IL 62222, United States DESCRIPTION: I will attend board meetings on a monthly basis with a primary focus around fundraising ideas for the chapter. During the board meeting, there are other people who will serve as the treasurer, president and secretary. I will assist in leading and assisting in fundraisers such as a trivia night or a golf tournament. It is an advisory role, non-voting.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-08-05
S65 Uniform Investment Adviser Law Examination 2014-06-04
  • S63 Uniform Securities Agent State Law Examination
    2019-08-05
  • S65 Uniform Investment Adviser Law Examination
    2014-06-04
Other Names
  • Lisa Marie Lautner

View on SEC IAPD

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