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Nathan T. Lacoursiere
THRIVENT INVESTMENT MANAGEMENT
Appleton, WI
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CRD#: 7239210
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Nathan Thomas LacoursiereTHRIVENT INVESTMENT MANAGEMENT
Professional summary
Nathan Thomas Lacoursiere is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Appleton, Wisconsin.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Nathan has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.
Aliases
None
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.
LACOURSI CREATIVES, LLC POSITION: Owner NATURE: This is an LLC owned by my spouse and myself. The LLC is focused on providing marketing services and marketing consulting services to start-up businesses and entrepreneurs. I do not play a role other than ownership in the LLC, all work and compensation are directed to my spouse. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 2128 W Seneca Dr, Appleton WI 54914, United States DESCRIPTION: None FIVERR POSITION: Seller NATURE: Fiverr is an app/website that allows for one to post services for compensation.I have posted painting services. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 09/07/2023 ADDRESS: 2128 W Seneca Dr, Appleton WI 54914, United States DESCRIPTION: I will be providing painting services to individuals who request. DIMENSIONCRAFTMINIS POSITION: Owner NATURE: Etsy shop that produces and sells 3D printed Miniatures for table top games/board games (I.e. Dungeons and dragons). INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2024 ADDRESS: 2128 W Seneca Dr, Appleton WI 54914, United States DESCRIPTION: Run the shop, print the products, handle the finances, and benefit from the profits. NATHAN LACOURSIERE POSITION: Owner of property NATURE: Renting out property on a yearly lease INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: 2128 W Seneca Dr, Appleton WI 54914, United States DESCRIPTION: Mangement and maintenance of property from leasing to repairs. DOOR DASH POSITION: Door Dasher/Driver NATURE: Door Dash food delivery INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2026 ADDRESS: 431 W Winnebago St, Appleton WI 54911, United States DESCRIPTION: Delivery of Food to customers SAINT MARY'S OF THE IMMACULATE CONCEPTION POSITION: Finance Council Chair NATURE: Local Catholic Church/Parish and SchoolMember of Finance Council INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: N2387 Municipal Dr, Greenville WI 54942, United States DESCRIPTION: Provide Feedback, and guidance to financial decisions of the Church/Parish and School. Lead finance council meetings and agendas DIMENSIONTCG POSITION: Owner NATURE: Acquiring and reselling Trading cards and other collectibles via eBay and TCGpayer.com as well as other reselling websites. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2026 ADDRESS: 431 W Winnebago St, Appleton WI 54911, United States DESCRIPTION: Acquiring and reselling Trading cards and other collectibles.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Thomas Lacoursiere's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Nathan Thomas Lacoursiere'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
April 26, 2024 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #2: 4321 N Ballard Rd, Appleton, WI 54919-0001RIA
BD
CRD#: 18387
Appleton, WI
Current
August 21, 2023 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 4321 N Ballard Rd, Appleton, WI 54919-0001RIA
BD
CRD#: 18387
APPLETON, WI
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
Wisconsin(4/26/2024)
IAR
Wisconsin(4/26/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/21/2023
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 |
|---|---|---|
| 01/22/2026 | ||
| 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.
