Lisa Jean Goodman

Employer firm

Thrivent Investment Management Inc. CRD 18387

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 06/2018
  Hurdsfield Grain Inc
  Hurdsfield, ND
• 06/2018 → Present
  Thrivent Investment Management Inc
  Harvey, ND
• 07/2018 → 11/2018
  Thrivent Financial
  Appleton, WI
• 11/2018 → 11/2025
  Thrivent Financial
  Appleton, WI
• 11/2025 → Present
  Thrivent Financial
  Appleton, WI

Other Businesses

JOSHUA AND LISA GOODMAN FARM POSITION: Owner NATURE: Grain Farm and Cattle Ranch INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2012 ADDRESS: 787 20th Ave SE, Tuttle ND 58488, United States DESCRIPTION: Bookkeeping and general farm labor NORTHWEST TOWNSHIP POSITION: Clerk NATURE: Board of Directors position. Clerk INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/19/2019 ADDRESS: 787 20th Ave SE, Tuttle ND 58488, United States DESCRIPTION: Clerk. Clerical duties such as taking meetings and reading reports HARVEY CHAMBER OF COMMERCE POSITION: President of the board NATURE: The Harvey Area Chamber of Commerce is organized to advance the economic well-being and uniquenessof the Harvey area so that its citizens and all areas of it business community shall prosper. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/18/2021 ADDRESS: 120 8th St W, Harvey ND 58341, United States DESCRIPTION: I will be presiding over the chamber board meetings. I will be working closely with the Chamber Director to help prepare for meetings and events. TUTTLE COMMUNITY CHURCH ADMINISTRATIVE COUNCIL POSITION: Pastor Parish Relations Committee NATURE: This is the decision making board for our local church. When I was appointed chairperson of the PPRC that also placed me on the Administrative Council for our church. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 401 Main St, Tuttle ND 58488, United States DESCRIPTION: Making decision as to the direction of our church. L'BRI POSITION: Consultant NATURE: Direct sales of skin care products. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 909 Perkins Drive, Mukwonago WI 53149, United States DESCRIPTION: Selling skin care products. Hosting parties in person and online and attending vendor shows.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-31

Other Names

• Lisa Jean Simonson