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Current Employers
Thrivent Advisor Network, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-08-19
OR RA APPROVED 2020-07-29
  • TX RA
    APPROVED_RES
    Since 2022-08-19
  • OR RA
    APPROVED
    Since 2020-07-29

Branch Locations

700 Nw 3Rd Street, Suite 105, Corvallis, OR 97330 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Corvallis OR 05/2006 07/2020
Thrivent Financial For Lutherans Appleton WI 07/2006 07/2020
Thrivent Advisor Network, Llc D/B/A M25 Advisors Corvallis OR 07/2020 Present
Purshe Kaplan Sterling Investments - Ap Albany NY 07/2020 08/2024
Thrivent Investment Management Inc Minneapolis MN 08/2024 Present
  • 05/2006 → 07/2020
    Corvallis, OR
  • 07/2006 → 07/2020
    Thrivent Financial For Lutherans
    Appleton, WI
  • 07/2020 → Present
    Thrivent Advisor Network, Llc D/B/A M25 Advisors
    Corvallis, OR
  • 07/2020 → 08/2024
    Purshe Kaplan Sterling Investments - Ap
    Albany, NY
  • 08/2024 → Present
    Minneapolis, MN
Previous Registrations
Other Businesses

THRIVENT ADVISOR NETWORK, LLC (M25 ADVISORS) POSITION: Director of Brokerage Operations, Wealth Advisor NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 08/01/2020 ADDRESS: 700 NW 3rd Street, Ste 105, Corvallis OR 97330, United States DESCRIPTION: Provide investment advisory services to retail clients. FIXED INSURANCE SALES POSITION: Insurance Producer NATURE: Selling/Servicing fixed insurance contract(s). INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2006 ADDRESS: 700 NW 3rd ST STE 105, Corvallis OR 97330, United States DESCRIPTION: Selling/Servicing fixed insurance contract(s).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-12
  • S66 Uniform Combined State Law Examination
    2006-09-12
Designations
Other Names
  • Charlie Kelly Owen

View on SEC IAPD

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