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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-08-07 |
Branch Locations
5250 E Terrace Dr, Madison, WI 53718 • United States
708 Heartland Trl Ste 2800, Madison, WI 53717 • United States
Cross Plains, WI • United States
127 N Brookwood Drive, Mount Horeb, WI 53572 • United States
2034 Main Street, Cross Plains, WI 53528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sonnenberg Schools | Racine | WI | 08/2019 | 02/2023 |
| Sonnenberg Llc | Mount Pleasant | WI | 05/2019 | 08/2019 |
| Ddis | Racine | WI | 12/2018 | 05/2019 |
| The Grind Cafe | Racine | WI | 08/2018 | 12/2018 |
| Shepherds College | Union Grove | WI | 07/2017 | 07/2018 |
| Cedarville University | Cedarville | OH | 08/2013 | 06/2017 |
| Thrivent Investment Management Inc. | Madison | WI | 02/2023 | Present |
| Thrivent Financial | Appleton | WI | 05/2023 | 12/2023 |
| Thrivent Financial | Appleton | WI | 12/2023 | Present |
CROSS PLAINS CHAMBER OF COMMERCE POSITION: board member NATURE: Our mission is to support the Cross Plains area businesses through community involvement and the development of business relationships that nurture integrity and professionalism. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/19/2026 ADDRESS: P.O. Box 271, Cross Plains WI 53528, United States DESCRIPTION: attend monthly meetings volunteer at events add input on conversation topics at meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-20 |
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