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Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2019-10-01
TX RA APPROVED_RES 2014-10-06
CO RA APPROVED 2004-01-29
  • OK RA
    APPROVED
    Since 2019-10-01
  • TX RA
    APPROVED_RES
    Since 2014-10-06
  • CO RA
    APPROVED
    Since 2004-01-29

Branch Locations

2956 Ginnala Dr, Loveland, CO 80538 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Financial For Lutherans Appleton WI 07/2002 Present
Thrivent Investment Management Inc Loveland CO 07/2002 Present
Other Businesses

TRAIL RIDGE PROPERTIES LLC, PARTNER, 2956 GINNALA DR. LOVELAND, CO 80538 OWNER OCCUPIED REAL ESTATE THAT CONTAINS OUR OFFICE. I AM PARTNERS WITH OTHER THRIVENT REPS, JEFF LOSH, ANDREW FLANSCHA & BARRY ELDER.LLC FORMED MARCH 2012. 2-3 HOURS PER MONTH DEVOTED TO PROPERTY MANAGEMENT. REDLEG PROPERTIES LLC POSITION: Co-Owner NATURE: Residential real estate rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 1421 Curtiss Ct, Fort Collins CO 80526 DESCRIPTION: Management duties POST 22 BASEBALL FOUNDATION POSITION: Vice President NATURE: The Post 22 Foundation supports Post 22 Baseball & Baseball Parents Inc. with fundraising,long-term giving strategies & endowments. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2017 ADDRESS: 902 Fulton St., Rapid City SD 57701 DESCRIPTION: This is a brand new foundation. My role will be to raise awareness & build our network of alumni, fans & supporters of Post 22 Baseball. LOVELAND HIGH SCHOOL BASEBALL POSITION: Head JV Baseball Coach NATURE: JV Baseball coach for Loveland High School INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 800 S Taft Ave, Loveland CO 80537 DESCRIPTION: Working with the head varsity baseball coach to run practices & manage games.Season is March 1 to May 9, 2024.I will be working with Freshman,Sophomores & Juniors as they work through the baseball program at Loveland.Practice is daily from 4:15-dark with 19 games happening during the season on Tuesday, Thursday & Saturdays. DRAG BUNT II POSITION: Manager NATURE: This is also a real estate transaction under the Drag Bunt partnership.Based on advice from our attorney & CPA they have recommended that each property we purchase be owned in it's on entity.This LLC owns the property located at 96 E Hayden Ave, Evanston, WY 82930. I own this property equally with my wife Angela Elder, Donald Ferraro & Roni Ferraro under the same structure as our other Drag Bunt properties. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2024 ADDRESS: 2956 Ginnala Dr, Ste 102, Loveland CO 80538 DESCRIPTION: review P&L monthly from our management team,approve any expenditures over $1000,consult with management quarterly for updates. ELDER RENTAL PROPERTIES POSITION: owner NATURE: rental properties owned by my wife & I personally INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/18/2014 ADDRESS: 5206 Fallgold Dr, Loveland CO 80538 DESCRIPTION: collect rent, pay associated bills & mortgages (most happen automatically), arrange for repairs when needed. DRAG BUNT LLC POSITION: Member NATURE: Real Estate owned by my wife & another couple we are friends with. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/16/2019 ADDRESS: 2956 Ginnala Dr., Ste. 102, Loveland CO 80538 DESCRIPTION: Locating & evaluating possible properties to purchase. All day to day management will be outsourced to professional property management & bookkeeping duties will also be handled by a 3rd party. DRAG BUNT - HARTFORD POSITION: Partner NATURE: Based on the advice of our CPA & attorney we have separated the real estate of Drag Bunt LLC & the operation of the properties in order to limit our liability exposure.All properties have property management & /or onsite management. The most recent senior living property also has a consultant hired who specializes in this area.Drag Bunt - Hartford LLC will be the operations arm of the senior living property in Hartford SD. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2021 ADDRESS: 2956 Ginnala Dr. Ste. 102, Loveland CO 80538 DESCRIPTION: This is an assisted living facility being run & managed by an outside company. Passive involvement is anticipated. Periodic review of financials & provide insight related to the operation.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-18
S63 Uniform Securities Agent State Law Examination 1999-05-26
  • S65 Uniform Investment Adviser Law Examination
    2003-12-18
  • S63 Uniform Securities Agent State Law Examination
    1999-05-26

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