Firm Start Year

1904

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Certifications, Accreditations & Designations

CEPA^®, CLTC^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Advisor's Number of Clients

725

Advisor's Number of Managed Clients

76

Advisor's Number of Planning Clients

36

Assets Managed by Advisor

$75,000,000

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50000

Compensation Methods

Flat Fee, Commissions, Based on Assets

Bachelor of Science - Mass Communications

Augsburg
09/01/2008 -05/25/2012

©2024 Thrivent. All rights reserved. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. Thrivent.com/disclosures. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRAs BrokerCheck for more information about our financial advisors. Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a clients financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.