Best Investors
Account
Sign in
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-07-07 |
Branch Locations
600 Portland Avenue South, Minneapolis, MN 55415 • United States
7760 France Ave S, Suite 710, Edina, MN 55435 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | 07/2020 |
| Thrivent Investment Management Inc | Edina | MN | 07/2002 | 07/2020 |
| Thrivent Advisor Network Dba Parable Wealth Partners | Edina | MN | 07/2020 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 08/2020 | 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 NATURE: Selling and servicing fixed insurance contracts INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/1994 ADDRESS: 7760 France Ave S Suite 710, Edina MN 55435, United States DESCRIPTION: Selling/Servicing fixed insurance contracts FRESH ENERGY POSITION: Board Member NATURE: Environmental non-profit promoting carbon reducing activities across industries in Minnesota and the upper mid-west INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/15/2021 ADDRESS: 408 Saint Peter St, #350, St. Paul MN 55102, United States DESCRIPTION: Board Member. We meet as a board 4 times per year and I offer insight on topics when asked. I recuse myself from any conversation about investments. STEEN FAMILY FOUNDATION POSITION: Board Member NATURE: Private Family Foundation to support charitable causes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: 6000 Bonnie Brae Dr, Edina MN 55439, United States DESCRIPTION: Board Member. We meet 2 times per year to discuss how and where to make grants from the foundation. Assets are managed by an outside firm and I recuse myself from any conversation related to investments. ERNST & ANDREW, LLC POSITION: Owner/Vice President NATURE: Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2018 ADDRESS: 7760 France Ave S Suite 710, Edina MN 55435, United States DESCRIPTION: Strategic direction, leadership, business management 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. THRIVENT ADVISOR NETWORK, LLC. DBA PARABLE WEALTH PARTNERS POSITION: Founding Partner/Wealth Coach NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 08/01/2020 ADDRESS: 7760 France Ave S, Suite 710, Edina MN 55435, United States DESCRIPTION: Provide investment advisory services to retail clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-18 |
Reach out to this advisor