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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-07-09 |
Branch Locations
600 Portland Avenue South, Minneapolis, MN 55415 • United States
7760 France Ave S., Suite 710, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst & Andrew, Llc | Edina | MN | 06/2016 | 08/2018 |
| Thrivent Investment Management Inc | Edina | MN | 09/2017 | 07/2020 |
| Thrivent Financial | Appleton | WI | 08/2018 | 07/2020 |
| Thrivent Advisor Network, Llc | Edina | MN | 07/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2020 | 07/2024 |
| Storyline, Llc | Edina | MN | 01/2023 | 08/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2024 | Present |
VALLEY EVANGELICAL FREE CHURCH POSITION: Chair of Search committee for Dir of Youth Ministries NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 150 Engler Blvd, Chaska MN 55318, United States DESCRIPTION: null THRIVENT ADVISOR NETWORK, LLC (DBA PARABLE WEALTH PARTNERS) POSITION: Wealth Integration Specialist, Wealth Coach NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 08/01/2024 ADDRESS: 7760 France Ave S Ste 710, Edina MN 55435, United States DESCRIPTION: Provide investment advisory services to retail clients STORYLINE, LLC POSITION: Owner NATURE: LLC is established for the expenses for TAN/TIMI business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 7760 France Ave. S Suite 710, Edina MN 55435, United States DESCRIPTION: No active duties FIXED INSURANCE SALES POSITION: Insurance Producer or Agent or Broker (Not official TAN title) NATURE: Selling/Servicing fixed insurance contract(s). INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2018 ADDRESS: 7760 France Ave S Suite 710, Edina MN 55435, United States DESCRIPTION: Selling/Servicing fixed insurance contract(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-17 |
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