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James Gregory Heeg

Thrivent Investment Management Inc.

Marshfield, WI

Neillsville, WI

Rothschild, WI

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Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-05-06
  • WI RA
    APPROVED
    Since 2025-05-06

Branch Locations

2001 South Central Ave, Marshfield, WI 54449 • United States

1031 E Division Street, Neillsville, WI 54456 • United States

411 Grand Ave Ste 200, Rothschild, WI 54474 • 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 Marshfield WI 01/2025 Present
Dawson Group - Pickles Sandbar Santa Rosa Beach FL 05/2024 04/2025
United Community Bank Inlet Beach FL 10/2023 05/2024
Juniors Restaurant And Tap House River Falls WI 04/2022 10/2023
Northwestern Mutual Lake Elmo MN 01/2023 05/2023
Clip'n'aLong Landscaping Marshfield WI 06/2020 09/2021
Stratford High School Stratford WI 09/2014 05/2020
University Of Wisconsin - River Falls River Falls WI 09/2021 04/2022
Thrivent Financial Appleton WI 03/2025 06/2025
Thrivent Financial Appleton WI 06/2025 Present
  • 01/2025 → Present
    Thrivent Investment Management Inc
    Marshfield, WI
  • 05/2024 → 04/2025
    Dawson Group - Pickles Sandbar
    Santa Rosa Beach, FL
  • 10/2023 → 05/2024
    United Community Bank
    Inlet Beach, FL
  • 04/2022 → 10/2023
    Juniors Restaurant And Tap House
    River Falls, WI
  • 01/2023 → 05/2023
    Northwestern Mutual
    Lake Elmo, MN
  • 06/2020 → 09/2021
    Clip'n'aLong Landscaping
    Marshfield, WI
  • 09/2014 → 05/2020
    Stratford High School
    Stratford, WI
  • 09/2021 → 04/2022
    University Of Wisconsin - River Falls
    River Falls, WI
  • 03/2025 → 06/2025
    Thrivent Financial
    Appleton, WI
  • 06/2025 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-02
  • S66 Uniform Combined State Law Examination
    2025-05-02
Other Names
  • James G Heeg

View on SEC IAPD

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OSAIC WEALTH, INC.

Other Investors

Curt Joel DeLeske
PATRICK JOHN GALL
ALLI LOUETTE SCHOENGARTH
WILLIAM D HEITING
JEFFREY NILUS HOLTHAUS
CHRISTOPHER LEE FREDRICK
Brian Mark Kaiser
Randy Allen Gershman

Other Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MARSHFIELD, WI
RETIREMENT WEALTH SOLUTIONS LLC · MARSHFIELD, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Marshfield, WI
LPL FINANCIAL LLC · Marshfield, WI
EDWARD JONES · MARSHFIELD, WI
EDWARD JONES · MARSHFIELD, WI
CETERA INVESTMENT ADVISERS LLC · MARSHFIELD, WI
HARBOUR INVESTMENTS, INC. · MARSHFIELD, WI

More in Marshfield, WI

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