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Megan Elizabeth Heinsma

Thrivent Investment Management Inc.

Germantown, WI

Phoenix, AZ

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Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-04-05
AZ RA APPROVED 2023-03-21
  • WI RA
    APPROVED
    Since 2023-04-05
  • AZ RA
    APPROVED
    Since 2023-03-21

Branch Locations

N96W17695 Riversbend Circle West, Germantown, WI 53022 • United States

Phoenix, AZ • 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
Capital Insight Financial Group Livermore CA 09/2018 09/2019
Securities America, Inc. Livermore CA 09/2019 03/2023
Chabot Marlins Swim Team Castro Valley CA 03/2018 08/2018
Las Positas College Hayward CA 09/2017 09/2018
University Of Nevada, Reno Reno NV 01/2017 07/2017
Las Positas College Livermore CA 08/2014 12/2016
Securities America Advisors Livermore CA 01/2021 03/2023
Thrivent Investment Management Inc Germantown WI 03/2023 Present
Thrivent Financial Appleton WI 03/2023 Present
  • 09/2018 → 09/2019
    Capital Insight Financial Group
    Livermore, CA
  • 09/2019 → 03/2023
    Securities America, Inc.
    Livermore, CA
  • 03/2018 → 08/2018
    Chabot Marlins Swim Team
    Castro Valley, CA
  • 09/2017 → 09/2018
    Las Positas College
    Hayward, CA
  • 01/2017 → 07/2017
    University Of Nevada, Reno
    Reno, NV
  • 08/2014 → 12/2016
    Las Positas College
    Livermore, CA
  • 01/2021 → 03/2023
    Securities America Advisors
    Livermore, CA
  • 03/2023 → Present
    Thrivent Investment Management Inc
    Germantown, WI
  • 03/2023 → Present
    Thrivent Financial
    Appleton, WI
Previous Registrations
  • 2021-01-05 → 2023-03-02
    Securities America Advisors, Inc.
    Livermore, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-25
  • S66 Uniform Combined State Law Examination
    2020-08-25
Other Names
  • Megan Elizabeth Wallace

View on SEC IAPD

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Other Investors

JUSTIN SCOTT DUMKE
JACOB GREGORY SENSIBA
BENJAMIN FROYEN HADDORFF
Lisa Ann Becker
Martina Stenfors
Cody Ganchar
Adam Christopher Chamorro
ERICH STABELFELDT

Other Offices

GATEWAY WEALTH PARTNERS, LLC · GERMANTOWN, WI
GATEWAY WEALTH PARTNERS, LLC · Germantown, WI
LPL FINANCIAL LLC · GERMANTOWN, WI
EDWARD JONES · GERMANTOWN, WI
EDWARD JONES · GERMANTOWN, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Germantown, WI
U.S. BANCORP ADVISORS, LLC · Germantown, WI
J.P. MORGAN SECURITIES LLC · Germantown, WI

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