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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-10-22 |
Branch Locations
600 Portland Ave S, Minneapolis, MN 55415 • United States
Menasha, WI • United States
Spring Lake, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc | Oshkosh | WI | 09/2019 | 10/2019 |
| Aegis Financial | Oshkosh | WI | 09/2019 | 11/2019 |
| Thrivent Investment Management Inc | Madison | WI | 08/2019 | 09/2019 |
| Private Client Services Llc | Louisville | KY | 10/2019 | 11/2019 |
| Thrivent Investment Management | Appleton | WI | 08/1998 | 08/2019 |
| Unemployed | Menasha | WI | 12/2019 | 02/2020 |
| David Hesse | Appleton | WI | 03/2020 | 09/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2020 | 09/2020 |
| Thrivent Investment Management Inc | Minneapolis | MN | 10/2020 | Present |
| Thrivent Financial | Appleton | WI | 08/2021 | Present |
SHEPHERD OF THE VALLEY LUTHERAN SCHOOL POSITION: General Board member NATURE: General Board member of school. Make and approved decisions for school. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: N8728 S Coop Rd, Menasha WI 54952, United States DESCRIPTION: Meet twice a year to review direction of school and make decisions on recommendation the School Board provides to the Gerneral Board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-01 |
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