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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-14 |
| MN | RA | APPROVED | 2024-06-04 |
Branch Locations
975 34Th Ave Nw, Rochester, MN 55901 • United States
2351 Hi Tec Ave, Albert Lea, MN 56007 • United States
1000 Whitewater Ave, St. Charles, MN 55972 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Rochester | MN | 11/2021 | 05/2024 |
| Polaris Industries | Medina | MN | 12/2020 | 11/2021 |
| University Of Minnesota - Twin Cities | Minneapolis | MN | 09/2017 | 05/2021 |
| St.CHarles High School | Saint Charles | MN | 09/2010 | 09/2017 |
| Thrivent Investment Managment Inc | St. Charles | MN | 06/2024 | Present |
| Thrivent Financial | Appleton | WI | 06/2024 | 10/2024 |
| Thrivent Financial | Appleton | WI | 10/2024 | Present |
CPA LICENSE POSITION: None NATURE: None. Keeping my CPA license active. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: NA, Saint Charles MN 55972, United States DESCRIPTION: None. Keeping CPA license active.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-23 |
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