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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-17 |
| MN | RA | APPROVED | 2020-07-14 |
Branch Locations
7760 France Avenue S, Suite 710, Edina, MN 55435 • United States
600 Portland Avenue South, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Managemen In | Edina | MN | 09/2008 | 07/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 08/2008 | 07/2020 |
| Thrivent Advisor Network, Llc D/B/A Parable Wealth Partners | Edina | MN | 07/2020 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Edina | MN | 07/2020 | 07/2024 |
| Storyline, Llc | Edina | MN | 01/2023 | 08/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2024 | Present |
FIXED INSURANCE SALES POSITION: Insurance Producer or Agent (Not official TAN title) NATURE: Selling/Servicing fixed insurance contract(s). INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2003 ADDRESS: 7760 France Ave S Suite 710, Edina MN 55435, United States DESCRIPTION: Selling/Servicing fixed insurance contract(s) THRIVENT ADVISOR NETWORK, LLC (PARABLE WEALTH PARTNERS) POSITION: Owner/Vice President NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 08/27/2020 ADDRESS: 7760 France Ave S, Ste 710, Edina MN 55435, United States DESCRIPTION: Provide investment advisory services to retail clients ERNST & ANDREW, LLC POSITION: Owner/ Vice President NATURE: Ernst & Andrew, LLC has majority ownership of Storyline, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2016 ADDRESS: 7760 France Ave. S Suite 710, Edina MN 55435, United States DESCRIPTION: Leadership and Strategic direction. STORYLINE, LLC POSITION: Owner/Vice President NATURE: LLC is established for the expenses for TAN/TIMI business INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/30/2022 ADDRESS: 7760 France Ave. S Suite 710, Edina MN 55435, United States DESCRIPTION: Leadership and strategic direction
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-28 |
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