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Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-12-19
  • MN RA
    APPROVED
    Since 2013-12-19

Branch Locations

108 S Minnesota St, New Ulm, MN 56073 • 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 Rochester MN 06/2006 Present
Thrivent Financial For Lutherans Appleton WI 08/2006 Present
Other Businesses

OAK HILLS LIVING CENTER POSITION: Board Director NATURE: 501(c)(3) nonprofit retirement community whose operations are governed by a volunteer board of directors. Provides a suite of services to New Ulm, MN and surrounding communities. Services include Assisted Living, Hospice, Short term rehabilitation, Skilled Nursing as well as HUD Housing. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 12/02/2024 ADDRESS: 1314 8th St. N., New Ulm MN 56073, United States DESCRIPTION: Govern the direction and future of the organization. Support the CEO and staff and assess performance perodically Ensure effective organizational planning Ensure legal and ethical integrity and maintain accountability Promote the organizations image Monitor and strengthen programs and services Ensure adequate resources are made available, used and managed(funds, staff, technology, etc.) OAK HILLS MEMORIAL FOUNDATION POSITION: Board Treasurer NATURE: Supports the ongoing and immediate needs of Oak Hills Living Center which includes a nursing home, assisted living, short term rehab and hospice facility. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/27/2022 ADDRESS: 1314 8th Street Nprth, New Ulm MN 56073, United States DESCRIPTION: Trusted advisor to the Director, approving the budget, audit reports and material business decisions. Ensures board resolutions are carried out, ambassador for the organization. LEAVE A LEGACY NEW ULM POSITION: Executive Committe Member NATURE: Volunteer effort among non-profit organizations, estate and financial planning professionals, to provide resources, to the community to inspire people to think beyond their lifespan about gifts to their favorite charities. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2019 ADDRESS: 1324 5th North, New Ulm MN 56073, United States DESCRIPTION: Committee meetings, planning educational events, work with fiscal sponsor, influencer and promoter of mission. NEW ULM AREA USBC POSITION: Board Director NATURE: Governs the bowling community in New Ulm, MN. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 416 19th street North, New Ulm MN 56073, United States DESCRIPTION: Allocates sanctions. Majority goes to the National and State USBC organizations, remainder used to offset expenses for the local chapter and Hall of Fame Banquet. Help with the Annual City Tournament and identifying scholarship recipients. SUNSET APARTMENTS POSITION: Board Member NATURE: Apartment Building INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: 1610 Sunset Avenue, New Ulm MN 56073, United States DESCRIPTION: Budget prep and review. Approve and oversee repairs and upgrades to the building. Serve the residents a summer picnic and a Christmas dinner.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-25
  • S66 Uniform Combined State Law Examination
    2006-08-25

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