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Shelli Dawn Perez

Thrivent Investment Management Inc.

Omaha, NE

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Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-03-02
  • NE RA
    APPROVED
    Since 2023-03-02

Branch Locations

11602 W Center Rd, Omaha, NE 68144 • 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
Myrtle & Cypress Coffehouse Omaha NE 04/2021 10/2022
Shipt Omaha NE 10/2021 03/2022
Structure Decks & Pergolas Omaha NE 05/2018 10/2021
Hearts & Minds Early Childhood Program Omaha NE 05/2012 05/2018
Thrivent Investment Management Inc. Omaha NE 10/2022 Present
Thrivent Financial Appleton WI 11/2022 06/2023
Thrivent Financial Appleton WI 06/2023 Present
  • 04/2021 → 10/2022
    Myrtle & Cypress Coffehouse
    Omaha, NE
  • 10/2021 → 03/2022
    Shipt
    Omaha, NE
  • 05/2018 → 10/2021
    Structure Decks & Pergolas
    Omaha, NE
  • 05/2012 → 05/2018
    Hearts & Minds Early Childhood Program
    Omaha, NE
  • 10/2022 → Present
    Thrivent Investment Management Inc.
    Omaha, NE
  • 11/2022 → 06/2023
    Thrivent Financial
    Appleton, WI
  • 06/2023 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-01
  • S66 Uniform Combined State Law Examination
    2023-03-01
Other Names
  • Shelli Dawn Bauer

View on SEC IAPD

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Other Investors

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ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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