RG
Rebecca Goettle
THRIVENT INVESTMENT MANAGEMENT
Stanley, ND 58784
Some features on this profile are disabled
CRD#: 7223309
RG
Professional summary
Rebecca Goettle, who also goes by Rebecca Kathleen Lebrun, is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Stanley, North Dakota.
Rebecca is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Rebecca has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rebecca Kathleen Lebrun
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
YOU FLOURISH COMPANY POSITION: Watch Party Host NATURE: You Flourish is a company that specializes in coaching and empowering people both professionally and personally. They host an annual Women's Goal Setting Summit each year. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/11/2024 ADDRESS: 35 4th St N Ste 102, Fargo ND 58102, United States DESCRIPTION: Co-host a live watch party for the Women's Goal Setting Summit in January. Planning the details of the watch party event and guiding the attendees throughout the day. BRAVENLY GLOBAL POSITION: Brand Partner NATURE: Bravenly is a company that offers naturopathic products to support your health. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2025 ADDRESS: 13799 Park Blvd #110, Seminole FL 33776, United States DESCRIPTION: I will help others with purchasing Bravenly products through their website. RANCHING POSITION: co-owner NATURE: My husband and I own a cattle ranch. The farm income is reported on our joint tax return but lists my husband as the primary earner. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2009 ADDRESS: 7182 66th Ave NW, Donnybrook ND 58734, United States DESCRIPTION: Help fix fence, haul animals, baling hay, branding cattle, and other farm duties as needed. JAG GRAVEL LLC POSITION: Secretary NATURE: Sales and delivery of gravel and rock products. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2011 ADDRESS: 7182 66th Ave NW, Donnybrook ND 58734, United States DESCRIPTION: Create invoices, collect payments, pay bills, track employees, submit payroll and sales tax, advertising and other duties. BISON EQUIPMENT LLC POSITION: Co-owner NATURE: Equipment holding company with my husband. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2015 ADDRESS: 7182 66th Ave NW, Donnybrook ND 58734, United States DESCRIPTION: Track hours on the equipment which are billed to JAG Gravel for usage. Track expenses, pay bills and balance checking account. MONAT POSITION: Market Partner NATURE: Sales of hair and skin care products INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: 3450 NW 115th Ave, Doral FL 33178, United States DESCRIPTION: Sell hair care, makeup and skin care products STAVE TOWNSHIP POSITION: Treasurer NATURE: Local township that I live in INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: 7182 66th Ave NW, Donnybrook ND 58734, United States DESCRIPTION: I will not be a signer on bank accounts. My duties will be to balance the checkbook, track funds and attend meetings. We vote on spending township funds on road projects and signage. STANLEY COMMERCIAL CLUB POSITION: Board Member NATURE: Community organization that focuses on promoting local businesses and hosts events to bring people to our town. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/03/2025 ADDRESS: 221 S Main St, Stanley ND 58784, United States DESCRIPTION: Vote on activities of the organization. Help plan events. Run monthly meetings. MOUNTRAIL COUNTY SCHOOL COMMITTEE POSITION: Committee member NATURE: Committee that makes decisions on school annexations within our county INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2017 ADDRESS: 101 N Main St, Stanley ND 58784, United States DESCRIPTION: Only time we meet is if a family wants to annex their property into a different school district. I've only had to attend meetings one time in the past 5 years.
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Goettle's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Rebecca Goettle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 9, 2020 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 109 S Main St, Stanley, ND 58784RIA
BD
CRD#: 18387
Stanley, ND
Current
May 13, 2020 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 109 S Main St, Stanley, ND 58784RIA
BD
CRD#: 18387
Stanley, ND
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Idaho(2/22/2022)
RR
Minnesota(7/16/2020)
RR
Montana(8/9/2024)
RR
North Dakota(6/4/2020)
IAR
North Dakota(6/9/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/13/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
600 Portland Avenue South, Minneapolis, MN 55415
Phone number
+1 (800) 847-4836
Established
Delaware since 07/29/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
3,846
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THRIVENT FINANCIAL HOLDINGS, INC. | OWNER | |
| BIRR, THOMAS JOHN | VICE PRESIDENT | 4148092 |
| BOUSU, CALEB ANTHONY | DIRECTOR | 7877353 |
| CECERE, NICHOLAS M | DIRECTOR | 1513551 |
| GILCHRIST, TONIA NICOLE JAMES | CHIEF LEGAL OFFICER & SECRETARY | 4777233 |
| GOLIS, ANDREA CORIN | CHIEF COMPLIANCE OFFICER | 1401462 |
| JOHNSON, ARIKA VIKTORIA | DIRECTOR | 5580869 |
| JOHNSTON, PAUL ROBERTS | DIRECTOR | 2065882 |
| KLOSTER, DAVID JACOB | PRESIDENT | 2523240 |
| NORGARD, ANDREW DYLAN | TREASURER | 6868385 |
Regulatory assets under management
| Total Number of Accounts | 48,940 |
| AUM (Assets Under Management) | $ 17,499,525,490 |
Disclosures
| Regulatory Event | 8 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2024 | ||
| 01/25/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
