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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-04-08 |
Branch Locations
1310 South Main Street, Fond Du Lac, WI 54935 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Norwood Golf Course | Huntington | IN | 01/2015 | 01/2018 |
| Bobicks Golf Shop | Fort Wayne | IN | 05/2019 | 07/2020 |
| Warsaw Buick Gmc | Warsaw | IN | 07/2020 | 05/2021 |
| Summit Automotive Cdjr | Fond Du Lac | WI | 06/2021 | 02/2022 |
| Kunes Fox Valley Rv | Neenah | WI | 02/2022 | 09/2022 |
| Verve A Credit Union | Oshkosh | WI | 09/2022 | 01/2024 |
| Thrivent Investment Management Inc | Fond Du Lac | WI | 01/2024 | Present |
| Huntington University | Huntington | IN | 08/2015 | 05/2020 |
| Thrivent Financial | Appleton | WI | 02/2024 | 08/2024 |
| Thrivent Financial | Appleton | WI | 08/2024 | Present |
WAUPUN AREA HIGH SCHOOL POSITION: Golf Coach NATURE: General educations High school INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2025 ADDRESS: 801 e lincoln st, Waupun WI 53963, United States DESCRIPTION: coaching the high school golf team THE ARC OF FOND DU LAC POSITION: Board of Director NATURE: The Arc promotes and protects the human rights of people with intellectual and developmental disabilities and actively supports their full inclusion and participation in the community throughout their life. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2025 ADDRESS: 500 N Park Ave, Fond Du Lac WI 54935, United States DESCRIPTION: attend monthly board meeting to discuss a variety of issues/topics REACH WAUPUN POSITION: Board of Director NATURE: Board of director for REACH Waupun that specializes in youth mentorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2025 ADDRESS: 520 McKinley St, Waupun WI 53963, United States DESCRIPTION: Board of Director, voting on the overall health of the organization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-05 |
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