Sharon Dale Koester

Employer firm

Thrivent Investment Management Inc. CRD 18387

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → Present
  Thrivent Investment Management Inc
  Woodway, TX
• 08/2014 → Present
  Thrivent Financial
  Appleton, WI

Other Businesses

CHURCH ORGANIST POSITION: Organist NATURE: I am SELF EMPLOYED church organist (House of worship)- Christian. I am not captive to a single church congregation. I have a home office containing my equipment, instruments, music and accessories necessary to conduct the music required for the order of worship. However, i must use the organ at the church during worship. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1979 ADDRESS: P O Box 70, Riesel TX 76682, United States DESCRIPTION: Performing on musicals instruments, include but not limited to the organ, trumpet, French horn, harp, vocals, etc.I am given the order of worship music includes accompanying hymn singing, liturgy, preludes, offertories and postludes during the service. Service times are on a regular basis of Sunday mornings and church recognized special services, such as during Advent, Lent, Holy Week, reformation, preschool program, weddings and funerals. WACO CHILD CARE INC POSITION: Treasurer NATURE: Childcare (preschool and after school) center for low-income families.501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 09/01/1996 ADDRESS: 1301 Ross Ave., Waco TX 76706, United States DESCRIPTION: AS a CFP - I'm to contribute as to the business futures - session, planning, help with budgeting, work with CPA in reviewing financials, work with the finance committee on bringing recommendations to full board concerning government programs available to finance day to day operations. I am able to sign checks, BUT checks require two officers' signatures, and must be approved with no less than executive board approval and generally full board approval. Been in this position since 1996.Avoid any and all potential conflicts of interest. I abstain from all voting concerning the allocations of funding AND investments. FARMLAND POSITION: Sole Proprietorship NATURE: Raising livestock and crops on personal farm. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1990 ADDRESS: P O Box 70, Riesel TX 76682, United States DESCRIPTION: RAISE LIVESTOCK & CROPS ON PERSONAL FARM LAND OWNED IN RIESEL, TX. SPEND APPROXIMATELY 50 HOURS PER MONTH, 4 HOURS AT MOST DURING TRADING HOURS. SOLE PROPRIETORSHIP, STARTING FILING SCHEDULE F IN 1990. IS NOT INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2012-01-12