Kelsi Haugen

Current Employers

Thrivent Investment Management Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-06-28
MT	RA	APPROVED	2023-01-04

TX RA
APPROVED

Since 2023-06-28
MT RA
APPROVED

Since 2023-01-04

Branch Locations

Whitefish, MT • United States

322 2Nd Avenue West, Kalispell, MT 59901 • 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

Organization	City	State	From	To
Thrivent Investment Management Inc	Kalispell	MT	08/2022	Present
Bosley	Seattle	WA	04/2015	05/2022
Ideal Option	Everett	WA	05/2017	01/2018
Moved/Unemployed	Whitefish	MT	05/2022	08/2022
Thrivent Financial	Appleton	WI	11/2022	01/2023
Thrivent Financial	Appleton	WI	01/2023	Present

08/2022 → Present

Thrivent Investment Management Inc

Kalispell, MT
04/2015 → 05/2022

Bosley

Seattle, WA
05/2017 → 01/2018

Ideal Option

Everett, WA
05/2022 → 08/2022

Moved/Unemployed

Whitefish, MT
11/2022 → 01/2023

Thrivent Financial

Appleton, WI
01/2023 → Present

Thrivent Financial

Appleton, WI

Other Businesses

6304 SHERRICK AVE LLC POSITION: Co-Manager NATURE: Co-owner of rental property with my husband, all run by property management companies. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2024 ADDRESS: 510 Park Ave, Whitefish MT 59937, United States DESCRIPTION: Review income statements from property management. Occasional discussions with property management for maintenance, vacancies, rent etc. 3935 FREMONT AVENUE N LLC POSITION: Co-Manager NATURE: Co-owner of rental property with my husband, all run by property management companies. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2024 ADDRESS: 510 Park Ave, Whitefish MT 59937, United States DESCRIPTION: Review income statements from property management. Occasional discussions with property management for maintenance, vacancies, rent etc. 3621 E 41ST STREET LLC POSITION: Co-Manager NATURE: Co-owner rental property with my husband, all run by property management companies. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2024 ADDRESS: 510 Park Ave, Whitefish MT 59937, United States DESCRIPTION: Review income statements from property management. Occasional discussions with property management for maintenance, vacancies, rent etc.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-03

S66 Uniform Combined State Law Examination

2023-01-03