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Current Employers
Thrivent Advisor Network, Llc

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2020-07-28
  • MN RA
    APPROVED
    Since 2020-07-28

Branch Locations

600 Portland Avenue South, Minneapolis, MN 55415 • United States

7760 France Avenue S, Suite 710, Edina, MN 55435 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allina Health System Minneapolis MN 09/2016 02/2020
Thrivent Financial For Lutherans Edina MN 03/2020 07/2020
Thrivent Advisor Network, Llc D/B/A Parable Wealth Partners Edina MN 08/2020 Present
Ernst & Andrew, Llc Minneapolis MN 02/2020 08/2020
Bethel University Arden Hills MN 01/2019 08/2024
Purshe Kaplan Sterling Investments Albany NY 08/2020 07/2024
Thrivent Investment Management Inc Minneapolis MN 08/2024 Present
  • 09/2016 → 02/2020
    Allina Health System
    Minneapolis, MN
  • 03/2020 → 07/2020
    Thrivent Financial For Lutherans
    Edina, MN
  • 08/2020 → Present
    Thrivent Advisor Network, Llc D/B/A Parable Wealth Partners
    Edina, MN
  • 02/2020 → 08/2020
    Ernst & Andrew, Llc
    Minneapolis, MN
  • 01/2019 → 08/2024
    Bethel University
    Arden Hills, MN
  • 08/2020 → 07/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 08/2024 → Present
    Thrivent Investment Management Inc
    Minneapolis, MN
Previous Registrations
Other Businesses

RENTAL PROPERTY POSITION: Sole Owner NATURE: Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2021 ADDRESS: 5321 Beachside Drive, Minnetonka MN 55343 DESCRIPTION: manage property, collect rent, find renters FIXED INSURANCE SALES POSITION: Agent/Producer NATURE: Selling/Servicing fixed insurance contract(s). INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/13/2024 ADDRESS: 7760 France Ave S Suite 710, Edina MN 55435 DESCRIPTION: Selling/Servicing fixed insurance contract(s) THRIVENT ADVISOR NETWORK, LLC (DBA PARABLE WEALTH PARTNERS) POSITION: Chief Investment Officer 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 Avenue South, Ste 710, Edina MN 55435 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: 01/01/2024 ADDRESS: 7760 France Ave. S Suite 710, Edina MN 55435 DESCRIPTION: None (passive owner no active duties or responsibilities) EVERGREEN SHORES HOMEOWNERS ASSOCIATION POSITION: Pond Treatment Coordinator NATURE: Our neighborhood has a homeowners association registered as a non-profit that exists to coordinate annual pond treatments for weeds. Unlike a 'normal' HOA, this HOA only collects ~$105 in dues each year from any resident desiring to have their portion of the pond treated for weeds. I do not collect funds (someone else on the board does). INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 575 Vicki Lane, Shoreview MN 55126 DESCRIPTION: My specific role has me in charge of: A) Collecting signatures from clients on necessary forms to be submitted to the DNR B) Coordinating with a vendor on the submission of these forms and the eventual scheduling of the pond treatments. To be overly clear, the Treasurer and President collect checks from residents and complete payment. I do not handle any of the finances. TRAIL LIFE POSITION: Board Member NATURE: Faith-based nonprofit youth organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 5151 Program Avenue, St Paul MN 55112 DESCRIPTION: Help oversee, track, and advise on financial decisions BETHEL UNIVERSITY. STUDENT INVESTMENT FUND EXPERIENTIAL LEARNING PROGRAM POSITION: Professional Director NATURE: Provide experiential learning experience to undergraduate students through allowing them the ability to run an asset management business across various departments. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2019 ADDRESS: 3900 BETHEL DRIVE, Arden Hills MN 55112 DESCRIPTION: I teach students to analyze companies, manage portfolios, and lead teams, while designing experiential learning curriculum and overseeing fund operations. I also interface with university leadership, but trading and investment decisions remain solely with faculty advisors and voting members of the investment committee. BETHEL UNIVERSITY FOUNDATION BOARD OF GOVERNORS POSITION: Board Member NATURE: The Bethel University Foundation provides grants to Bethel University, helps donors plan their charitable giving and supports Bethel by receiving and managing funds donated. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 3900 Bethel Drive, Arden Hills MN 55112 DESCRIPTION: Serve as a Board of Governors member with fiduciary and governance responsibilities, including key decision-making on resource oversight and use. On the Investment Subcommittee, oversee foundation and pension assets by reviewing consultant recommendations and monitoring performance against the Investment Policy Statement (IPS)

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-03-29
S65 Uniform Investment Adviser Law Examination 2014-10-27
  • S63 Uniform Securities Agent State Law Examination
    2021-03-29
  • S65 Uniform Investment Adviser Law Examination
    2014-10-27

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