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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-18 |
| MN | RA | APPROVED | 2024-07-09 |
Branch Locations
975 34Th Ave Nw, Rochester, MN 55901 • United States
Red Wing, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Haberman | Minneapolis | MN | 11/2022 | 10/2023 |
| Clutch | Minneapolis | MN | 01/2020 | 11/2022 |
| Martin Williams | Minneapolis | MN | 11/2018 | 01/2020 |
| Broadhead | Minneapolis | MN | 05/2017 | 11/2018 |
| Midwest Special Services | St. Paul | MN | 05/2015 | 05/2017 |
| Thrivent Investment Management Inc | Rochester | MN | 11/2023 | Present |
| Thrivent Financial | Appleton | WI | 07/2024 | 11/2024 |
| Thrivent Financial | Appleton | WI | 11/2024 | Present |
FIRST LUTHERAN CHURCH POSITION: Committee Member NATURE: First Lutheran Church is part of Evangelical Lutheran Church in America which means it has an emphasis onfostering community, worship, and service. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2026 ADDRESS: 615 W 5th St, Red Wing MN 55066, United States DESCRIPTION: I review the budget with the entire committee and provided feedback as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-08 |
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