Best Investors
Account
Sign in
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-02 |
| WI | RA | APPROVED | 2014-09-30 |
Branch Locations
313 W Main St, Durand, WI 54736 • United States
4330 Golf Terrace, Eau Claire, WI 54701 • United States
705 Bay St, Chippewa Falls, WI 54729 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Chippewa Falls | WI | 07/2014 | Present |
| Thrivent Financial | Appleton | WI | 12/2014 | Present |
ELKS LODGE 1326 POSITION: Trustee NATURE: Elks invest in their communities through programs that help children grow up healthy and drug-free, meet the needs of today's veterans, and improve the quality of life. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/27/2021 ADDRESS: 16108 97th Ave, Chippewa Falls WI 54729, United States DESCRIPTION: Part of a committee of 5 trustees. Oversee the real estate/property of our lodge. Meeting with the leasee of our property to work out any issues regarding the lease. MYSELF (ZIPPY COMPANIES, LLC) POSITION: Landlord NATURE: Rental property - 2nd floor of personal residence INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 813 Water Street, Chippewa Falls WI 54729, United States DESCRIPTION: Processing rent checks, paying utilities, fixing items that break, and taking renter applications. GOLF LEAGUE POSITION: Statistician NATURE: Weekly golf league. Play 9 holes of golf against another team. GoesMid April until End of August each year. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2025 ADDRESS: 24700 County Highway X, Cadott WI 54727, United States DESCRIPTION: Entering golf scores, creating golf matchups/schedules, and printing standings. CHIPPEWA FALLS KIWANIS POSITION: Board Member NATURE: Supporting the youth of Chippewa Falls, WI. Youth and Services board votes on donation request. 6-8 members on the board at all times. This committee also votes on scholarship winners which I assist with in grading as well as announcing the winners. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 10/05/2016 ADDRESS: PO Box 434, Chippewa Falls WI 54729, United States DESCRIPTION: Supporting the youth of Chippewa Falls, WI. Youth and Services board votes on donation request. 6-8 members on the board at all times.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-29 |
Reach out to this advisor