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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-23 |
| CA | RA | APPROVED | 2020-05-18 |
Branch Locations
3333 East Concours Suite 8100, Ontario, CA 91764 • United States
600 Portland Avenue South, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Redlands | Redlands | CA | 09/2013 | 04/2017 |
| Itzen & Associates | Riverside | CA | 04/2017 | 01/2018 |
| Itzen Wealth Management | Riverside | CA | 01/2018 | 02/2018 |
| Thrivent Financial - Lauren Althaus | Ontario | CA | 03/2018 | 06/2018 |
| Thrivent Investment Management Inc | Ontario | CA | 04/2018 | 05/2020 |
| Thrivent Financial | Appleton | WI | 06/2018 | 05/2020 |
| Thrivent Advisor Network, Llc | Ontario | CA | 05/2020 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Ontario | CA | 07/2020 | 06/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2024 | Present |
CONCOURS CAPITAL ADVISORS, A FINANCIAL ADVISORY PRACTICE OF THRIVENT ADVISOR NETWORK, LLC POSITION: Investment Manager, Advisor NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 06/01/2020 ADDRESS: 3333 Concours, Suite 8100, Ontario CA 91764, United States DESCRIPTION: Provide investment advisory services to retail clients FIXED INSURANCE SALES POSITION: Insurance Producer or Agent NATURE: Selling/Servicing fixed insurance contract(s). INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2020 ADDRESS: 3333 Concours, Suite 8100, Ontario CA 91764, United States DESCRIPTION: Selling/Servicing fixed insurance contract(s) IEFC, LLC POSITION: Treasurer/Secretary NATURE: LLC is established for the expenses for TAN/TIMI business INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2025 ADDRESS: 3333 Concours, Suite 8100, Ontario CA 91764, United States DESCRIPTION: Oversee IEFC, LLC's finances (including check-writing or control of funds for the entity or organization), recordkeeping, and managing the strategic direction of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-01 |
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