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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-29 |
| S65 | Uniform Investment Adviser Law Examination | 2014-10-27 |
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