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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-22 |
| TX | RA | APPROVED | 2025-09-22 |
Branch Locations
5540 Centerview Drive Suite 418, Raleigh, NC 27606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Raleigh | NC | 09/2014 | 02/2023 |
| Thrivent Financial | Appleton | WI | 03/2015 | 02/2023 |
| Abundant Life Financial | Raleigh | NC | 02/2023 | Present |
| Cwm, Llc | Omaha | NE | 02/2023 | 09/2025 |
| Mariner Platform Solutions | Overland Park | KS | 09/2025 | Present |
Abundant Life Financial; Investment related, Oakbrook Terrace, IL, Offering investment services through Mariner Platform Solutions, start date; 09/2025, 160 hours per month during securities trading hours. FIXED INSURANCE NATURE: Insurance START: 02/09/2024 APPX. HRS/MONTH: 1 % APPX HRS/MONTH DURING TRADING HOURS: 100 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: Abundant Life Financial NATURE: Holding Company START: 07/05/2023 POSITION: Owner APPX. HRS/MONTH: 160 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 90 DUTIES: Investment advisory
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-22 |
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