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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| MN | RA | APPROVED | 2018-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Saint Cloud | MN | 08/2016 | 07/2018 |
| Thrivent Financial | Appleton | WI | 08/2016 | 07/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 07/2018 | Present |
| American Heritage National Bank | St Cloud | MN | 07/2018 | Present |
| Cetera Investment Advisers Llc | St Cloud | MN | 07/2018 | Present |
1. NOTARY PUBLIC FOR MN SECRETARY OF STATE. 2. BOARD MEMBER FOR CATHEDRAL HIGH SCHOOL EDUCATION FOUNDATION, NO ACCESS TO BANK ACCOUNTS, NO CHECK WRITING PRIVILEGES, DOES NOT PLACE OR HANDLE SECURITIES, DOES NOT RECOMMEND SPECIFIC SECURITIES, DOES NOT MAKE INVESTMENT DECISIONS, 0.25/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-22 |
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