Best Investors
Account
Sign in
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-09-21 |
Branch Locations
7760 France Ave 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 Advisor Network, Llc | Minneapolis | MN | 06/2021 | 11/2021 |
| Baylor University | Waco | TX | 07/2019 | 05/2021 |
| Uncommon Sports Group | St. Louis Park | MN | 05/2020 | 07/2020 |
| City Of Edina | Edina | MN | 10/2018 | 03/2019 |
| Thrivent Advisor Network, Llc Dba Parable Wealth Partners | Edina | MN | 07/2021 | Present |
| Edina Senior High School | Edina | MN | 09/2015 | 06/2019 |
| Baylor University | Waco | TX | 08/2019 | 05/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2023 | 07/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2024 | Present |
FIXED INSURANCE POSITION: Insurance Producer or Agent NATURE: Selling/Servicing fixed insurance contract(s). INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/22/2022 ADDRESS: 7760 France Ave S Suite 710, Edina MN 55435, United States DESCRIPTION: Selling/Servicing fixed insurance contract(s). THRIVENT ADVISOR NETWORK, LLC DBA PARABLE WEALTH PARTNERS POSITION: Wealth Operations Associate NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 06/06/2022 ADDRESS: 7760 France Ave S, Suite 710, Edina MN 55435, United States DESCRIPTION: Provide investment advisory services to retail clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-17 |
| S65 | Uniform Investment Adviser Law Examination | 2022-09-06 |
Reach out to this advisor