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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-12 |
| IL | RA | APPROVED | 2017-09-05 |
Branch Locations
110 B N Main St, Wauconda, IL 60084 • United States
Wauconda, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leo Burnett | Chicago | IL | 04/2004 | 07/2017 |
| Thrivent Investment Management Inc | Wauconda | IL | 07/2017 | Present |
| Thrivent Financial | Appleton | WI | 09/2017 | 11/2017 |
| Thrivent Financial | Appleton | WI | 11/2017 | Present |
WAUCONDA SCHOOL DISTRICT 118 PTO POSITION: District PTO President NATURE: To promote the welfare of children in the Wauconda CUSD #118, grade K-8, and work collectively with parents and staff to develop goals which enhance and support the learning environment. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2025 ADDRESS: 555 N. Main Street, Wauconda IL 60084, United States DESCRIPTION: This position will start 8/1/2024 and serve for 2 terms until 7/31/2026.This is a leadership & oversight role for the District PTO Board which oversees the legal 501(c)3 entity covering 3 grade school & 2 middle school PTO Executive boards. The role is to remain neutral & non-voting unless necessary. Typically, the President would have to review budgets and sign checks created by the Board Treasurer due to the School District's requirement of 2 signatures on all checks, however the organization changed that to Treasurer and Secretary based on guidance received from Thrivent Compliance Manager.Duties of the president include:* call meetings to order to present necessary business* preside over regular & special meetings, following Robert's Rules of Order and the organization's ByLaws* maintain fair & impartial position at all times* State & put to vote all questions that come legitimately before the organization & announce the results* authenticate all acts, orders or proceedings of the organization* function as member of all committees except nominations* appoint & present any co-chairpersons to the Executive PTO Board positionsfor 2/3 ratification* appoint special committees as the need arises* notify officers & committee members of their election of appointment and to furnish committees with whatever documents are required for performance of their duties WAUCONDA HIGH SCHOOL FINE ARTS BOOSTERS POSITION: Secretary NATURE: The Wauconda Fine Arts Boosters Club is organized to support the Theatre Arts, Theatrical Productions, Drama Club, Choirs and Visual Arts through fundraising and volunteer coordination efforts. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 555 N. Main Street, Wauconda IL 60084, United States DESCRIPTION: My role's primary responsibilities would be to take & publish minutes from the monthly board meetings as well as coordinating parent/adult volunteer efforts as requested from the directors of the various Fine Arts programs listed above. I will also be a voting member of the board, which will be one of 5 roles with voting rights. Voting may include decisions on how the organization spends funds raised on behalf of the High School Fine Arts programs, but I will not have any check-writing responsibilities or serve on an Investment Committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-01 |
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