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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-21 |
Branch Locations
4321 N Ballard Rd, Appleton, WI 54919-0001 • United States
River Falls, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald's/Hoeft Management Company | River Falls | WI | 06/2016 | 06/2017 |
| Dick's Fresh Market | River Falls | WI | 06/2017 | 08/2017 |
| Jimmy John's | River Falls | WI | 08/2017 | 05/2019 |
| Westconsin Credit Union | River Falls | WI | 01/2019 | 04/2024 |
| River Falls High School | River Falls | WI | 09/2015 | 06/2019 |
| Lpl Financial Llc | River Falls | WI | 10/2023 | 01/2026 |
| Westconsin Credit Union | River Falls | WI | 04/2024 | 01/2026 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 01/2026 | Present |
| Thrivent Financial | Appleton | WI | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-22 |
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