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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-03-27 |
Branch Locations
600 Portland Avenue South, Minneapolis, MN 55415 • United States
11808 Miracle Hills Drive Ste 110, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Omaha | NE | 08/2016 | 02/2017 |
| Thrivent Investment Management Inc | Omaha | NE | 02/2017 | 03/2023 |
| Thrivent Financial For Lutherans | Appleton | WI | 02/2017 | 03/2023 |
| The Water's Edge | Gretna | NE | 11/2022 | 10/2024 |
| Thrivent Advisor Network, Llc Dba Retirepath Advisors | Omaha | NE | 03/2023 | Present |
| Thrivent Investment Management Inc | Omaha | NE | 10/2024 | Present |
FIXED INSURANCE SALES POSITION: Insurance Producer NATURE: Selling/servicing fixed insurance contracts. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2020 ADDRESS: 11808 Miracle Hills Dr, STE 110, Omaha NE 68154, United States DESCRIPTION: Sales of Fixed/Traditional Insurance products THRIVENT ADVISOR NETWORK, LLC (RETIREPATH ADVISORS) POSITION: Investment Advisor NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 06/15/2023 ADDRESS: 11808 Miracle Hills Dr, Ste 110, Omaha NE 68154, United States DESCRIPTION: Provide investment advisory services to retail clients THE WATER'S EDGE POSITION: Music Director NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 19600 Harrison St, Gretna NE 68028, United States DESCRIPTION: Arranging/composing music, coordinating band members/rehearsals, engaging the congregation through music. FOR ELEPHANTS, INC. POSITION: Board Member NATURE: The Organization is dedicated to the survival of the world's African elephants through research, conservation, and education. The Organization performs research in South Africa and in U.S. zoos collecting samples to understand the causes of morbidity, mortality and poor reproductive performance within the elephant population. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: 13407 SEWARD STREET, Omaha NE 68154, United States DESCRIPTION: Serve as board member to help make decisions on behalf of the organization. Hold director accountable for organization's goals. Meet semi-regularly with board to discuss plans and goals. Help oversee budget and monitor donations. TJCM26, LLC POSITION: Member NATURE: Entity to old and Develop Land INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2026 ADDRESS: 11808 Miracle Hills Dr, Omaha NE 68154, United States DESCRIPTION: No day to day duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-28 |
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