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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 |
| MT | RA | APPROVED | 2020-09-22 |
Branch Locations
600 Portland Avenue South, Minneapolis, MN 55415 • United States
18 Village Loop, Kalispell, MT 59901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Kalispell | MT | 09/2012 | 09/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 03/2013 | 09/2020 |
| Thrivent Advisor Network, Llc | Kalispell | MT | 09/2020 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Kalispell | MT | 09/2020 | Present |
Aaron Ells is dually-registered with Thrivent Advisor Network, LLC d/b/a Piton Wealth and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Aaron Ells has served as an investment advisor representative for TAN and an registered representative with PKS since 09/2020. Business is conducted from 18 Village Loop, Kalispell, MT 59901. Approximately 90% of Aaron Ells's time is for services as an investment advisor representative and the balance as a registered representative. Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month NW Montana Estate Planning Council; Not Investment-Related; 18 Village Loop, Kalispell, MT 59901; Board President; 12/20/2023; approximately 4 hours per month; Preside over board member meetings and help set direction for the council.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-21 |
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