Thrivent Financial for Lutherans

Registered Principal Details

Business Or Interest:
Thrivent Financial is a fraternal benefit society. Our purpose is to serve our members and society by guiding both to be wise with money and live generously.

Lobbying Interests:
Any legislative or administrative activity which would impact Thrivent or its subsidiaries, including but not limited to volunteer and community outreach, and financial product regulation.

CEO Name:
Teresa Rasmussen

Contact
SB
Sharon Brosnan
4321 N Ballard Rd
Appleton, WI 54919
(920) 628-3759
sharon.brosnan@thrivent.com
http://www.thrivent.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 109
Assembly Bill 109
Relating to: requiring one-half credit of personal financial literacy for high school graduation. (FE)

Bill Text and History

2023 Wisconsin Act 60

For
Notification Date
3/15/2023
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 115
Senate Bill 115
Relating to: requiring one-half credit of personal financial literacy for high school graduation. (FE)

Bill Text and History

For
Notification Date
3/13/2023
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Topics Not Yet Assigned A Bill Or Rule Number

Issues impacting the regulation of financial and insurance-related products that can be offered to consumers.
Development, drafting or introduction of a proposal relating to
Issues impacting the regulation of financial and insurance-related products that can be offered to consumers.

Action Intended To Affect
Both Legislative matter and rule

Notification Date
4/19/2023
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

legislation creating a 401Kids savings program for children
Development, drafting or introduction of a proposal relating to
legislation creating a 401Kids savings program for children

Action Intended To Affect
Legislative matter

Notification Date
1/6/2023
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

adoption in WI of the model bill on annuity suitability by the National Association of Insurance Commissioners
Development, drafting or introduction of a proposal relating to
adoption in WI of the model bill on annuity suitability by the National Association of Insurance Commissioners

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/6/2023
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

retirement savings programs
Development, drafting or introduction of a proposal relating to
retirement savings programs

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/6/2023
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Regulation, taxation and community impacts of fraternal benefit societies
Development, drafting or introduction of a proposal relating to
Regulation, taxation and community impacts of fraternal benefit societies

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/6/2023
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Cyber/Data Security
Development, drafting or introduction of a proposal relating to
Cyber/Data Security

Action Intended To Affect
Legislative matter

Notification Date
1/6/2023
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Financial exploitation of senior citizens
Development, drafting or introduction of a proposal relating to
Financial exploitation of senior citizens

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/6/2023
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Total Lobbying Effort

  2023
January - June
2023
July - December
2024
January - June
Total
Total Lobbying Expenditures 2023
January - June
$0.00
2023
July - December
$0.00
2024
January - June
$0.00
Total $0.00
Total Hours Communicating 2023
January - June
0.75
2023
July - December
0.25
2024
January - June
0.00
Total 1.00
Total Hours Other 2023
January - June
7.75
2023
July - December
5.25
2024
January - June
0.00
Total 13.00

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: requiring one-half credit of personal financial literacy for high school graduation. (FE)
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
15%
2023
July - December
25%
2024
January - June
2024
July - December
Total 14%
Relating to: requiring one-half credit of personal financial literacy for high school graduation. (FE)
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
15%
2023
July - December
25%
2024
January - June
2024
July - December
Total 14%

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
10%
2023
July - December
2024
January - June
2024
July - December
Total 6%
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
50%
2023
July - December
40%
2024
January - June
2024
July - December
Total 46%

Minor Efforts

(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)

Minor Efforts
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2023
July - December
5%
2024
January - June
2024
July - December
Total 2%

Other Matters

Includes time spent on:

  • Gubernatorial nominations
  • Matters on which the organization made no lobbying communication

Other Matters
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
10%
2023
July - December
5%
2024
January - June
2024
July - December
Total 8%

Filed Statements of Lobbying Activity and Expenditures