Best Investors
Account
Sign in
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-02-05 |
| OK | RA | APPROVED | 2025-02-05 |
| TX | RA | APPROVED | 2025-02-05 |
| WI | RA | APPROVED | 2023-10-06 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Honey Acres Inc | Neosho | WI | 10/2018 | 07/2023 |
| Seljan Company | Lake Mills | WI | 08/2015 | 10/2018 |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2023 | Present |
| Thrivent Financial | Appleton | WI | 08/2023 | 02/2024 |
| Thrivent Financial | Appleton | WI | 02/2024 | 01/2025 |
| Thrivent Financial | Appleton | WI | 01/2025 | Present |
CORNERSTONE OF GRACE POSITION: Board Member NATURE: Our mission is to offer a safe environment for women and their children, equipping them to face life's challenges by building healthy relationships. We offer love, discipleship, and resources to build a solid foundation for growth and stability. We have two group homes where residents stay with us for 3 to 12 months, receiving comprehensive assistance through partnerships with The Greater Watertown Health Foundation and other local businesses and services. This collaborative approach empowers them to overcome challenges and build independent lives. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: P.O. BOX 746, Watertown WI 53094, United States DESCRIPTION: Support organization in a general board member capacity. Duties may include volunteer, fundraiser, and marketing coordination. EDUCATIONAL FOUNDATION OF WATERTOWN POSITION: Board Member NATURE: The Educational Foundation of Watertown, Inc. is a 501 (C) (3) non-profit organization who acquires and distributes financial resources for the purpose of promoting and strengthening education opportunities for both public and private schools throughout the Watertown Area School District. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: PO Box 243, Watertown WI 53094, United States DESCRIPTION: Support the Board with initiatives to raise funds for the Educational Foundation of Watertown, WI. Specifically, assisting in the coordination of the annual Jig Jog 5K Walk/Run and the Piggly Wiggly Round Up Event. Additional duties may include administrative tasks, such as creating and distributing marketing materials and posting meeting minutes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-05 |
Reach out to this advisor