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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-05-21 |
| OK | RA | APPROVED | 2025-05-20 |
| TX | RA | APPROVED | 2025-05-20 |
| WI | RA | APPROVED | 2023-06-30 |
Branch Locations
4321 N Ballard Rd, Appleton, WI 54919 • United States
Hartford, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fond Du Lac School District | Fond Du Lac | WI | 08/2022 | 03/2023 |
| Private Music Lessons | Hartford | WI | 02/2015 | 04/2023 |
| Umpire | Hartford | WI | 06/2013 | 04/2023 |
| Hartford Jt. #1 School District | Hartford | WI | 08/2012 | 08/2022 |
| Thrivent Investment Management Inc | Appleton | WI | 03/2023 | Present |
| Thrivent Financial | Appleton | WI | 04/2023 | 11/2023 |
| Thrivent Financial | Appleton | WI | 11/2023 | 05/2025 |
| Thrivent Financial | Appleton | WI | 05/2025 | Present |
UMPIRE - YOUTH BASEBALL POSITION: Umpire - Independent Contractor NATURE: Various organized youth baseball leagues INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2013 ADDRESS: Various, Various WI 53027, United States DESCRIPTION: Provide service as an umpire for youth baseball games in southeastern Wisconsin. CROWN OF LIFE LUTHERAN CHURCH POSITION: Church Musician NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2002 ADDRESS: 1292 Tally Ho Trail, Hubertus WI 53033, United States DESCRIPTION: Providing music on organ, piano and brass instruments as part of regular worship services CITY OF HARTFORD POSITION: Election Official NATURE: City of Hartford Administration carries out the expected duties, oversight and municipal services normally expected of local government. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/07/2026 ADDRESS: 109 N Main St., Hartford WI 53027, United States DESCRIPTION: Assisting with local elections as an election official. Duties include registering new voters on election day, providing ballots to voters, and assisting with voting tabulation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-29 |
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