Advisor at Thrivent Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Thrivent Investment Management
Location
Reedsburg, WI 53959
Credentials
Series 66
Industry experience
1 year
346 2nd St
Reedsburg, WI 53959
Wisconsin
Thrivent Financial
2024 - Present (2 years)
Thrivent Financiali
2024 - 2024 (1 year)
Thrivent Investment Management Inc
2024 - Present (2 years)
Wollersheim Winery
2024 - 2024 (1 year)
Oxford Global Resources
2022 - 2024 (2 years)
Sunrise Restaurant
2022 - 2022 (1 year)
FOCUS
2020 - 2022 (2 years)
Camp Gray Inc.
2017 - 2019 (2 years)
University of Wisconsin - Madison
2016 - 2020 (4 years)
Monk's Bar and Grill
2016 - 2016 (1 year)
Portage Parks and Recreation Department
2014 - 2016 (2 years)
Portage High School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Baraboo, WI
Capstone Wealth Management Corp.
Series 66
Reedsburg, WI
Associated Investment Services, Inc.
Series 66
Reedsburg, WI
Associated Investment Services, Inc.
Series 63, Series 66
Reedsburg, WI
Associated Investment Services, Inc.
Series 63, Series 65
Wisconsin Dells, WI
Money Concepts Capital Corp
Series 63, Series 65
Reedsburg, WI
Packerland Brokerage Services, Inc.
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