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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-18 |
| KS | RA | APPROVED | 2023-04-17 |
| MO | RA | APPROVED | 2022-06-03 |
Branch Locations
7400 College Blvd, Overland Park, KS 66210 • United States
Kansas City, MO • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| American Family Insurance Cari Rich Agency | Plattsburg | MO | 09/2020 | 02/2022 |
| Homemaker | Kansas City | MO | 12/2019 | 09/2020 |
| Christ The King Early Childhood Center | Kansas City | MO | 08/2019 | 12/2019 |
| Homemaker | Kansas City | MO | 08/2018 | 08/2019 |
| Harvey Girls Gallery | Seal Beach | CA | 02/2011 | 08/2018 |
| Thrivent Investment Management Inc | Overland Park | KS | 02/2022 | Present |
| Thrivent Financial | Appleton | WI | 06/2022 | 10/2022 |
| Thrivent Financial | Appleton | WI | 10/2022 | Present |
MIKE KELLY'S WESTSIDER POSITION: server NATURE: Music venue, bar and grille INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2022 ADDRESS: 1515 Westport Rd, Kansas City MO 64111, United States DESCRIPTION: serving food and drink to customers WANDER & WAFFLE POSITION: owner/designer NATURE: Small retailer, featuring original art and graphic tees. Selling online and at local pop-up events. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2025 ADDRESS: 5503 NW Raintree Dr, Kansas City MO 64152, United States DESCRIPTION: Selling shirts and original art items I make. Mostly online but sometimes in person at pop up shops
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-25 |
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