Best Investors
Account
Sign in
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-08-25 |
Branch Locations
501 S Cherry St, Suite 490, Denver, CO 80246 • 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 Investment Management Inc | Denver | CO | 03/2014 | 08/2020 |
| Thrivent Financial | Appleton | WI | 07/2014 | 08/2020 |
| Thrivent Advisor Network, Llc D/B/A 5280 Associates | Denver | CO | 08/2020 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2020 | 07/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2024 | Present |
2378 XANTHIA POSITION: Joint Owner NATURE: This is a rental propertyowned by my wife and me.It is managed by a property manager, and our role is fairly passive, though the property manager does discuss and ask for approval onmajor maintence items, and while she screens potentialapplicants we make the final decision.We have very little direct contact with the tenants, and no one I have ever workedwith on any basis has been a tenant, or will be, to the best of my knowledge.Our current goal regarding the property is to break even, and pay down debt so it will eventually provide income. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2012 ADDRESS: 2378 Xanthia St, Denver CO 80238, United States DESCRIPTION: We are fairly passive, but wefinal decision makersregarding things like major maintenance issues, rent, final tenent approval, etc. We aren't involved in the day to day, but still are interested property owners. THRIVENT ADVISOR NETWORK, LLC (DBA 5280 ASSOCIATES) POSITION: Executive Director, Investment Operations And Financial Planning NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 08/25/2020 ADDRESS: 501 S Cherry St, Ste 490, Denver CO 80246, United States DESCRIPTION: Provide investment advisory service to retail clients FIXED INSURANCE POSITION: Agent NATURE: Fixed/Traditional Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2020 ADDRESS: 501 S. CHERRY STREET, SUITE 490, Denver CO 80246, United States DESCRIPTION: Sales of Fixed/Traditional Insurance products SKI TIP RANCH RENTAL POSITION: Co-Owner NATURE: Rental Property to provide income for debt service initially, and retirement income eventually. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/21/2017 ADDRESS: 226 Alpern Rose PL, #8723, Keystone CO 80435, United States DESCRIPTION: A property management company will be used to handle marketing, bookings, and set rates. I will ensure bills are paid and handle any required maintenance and repairs. AHW ADVISORS, LLC DBA 5280 ASSOCIATES POSITION: Shareholder NATURE: LLC is established for the expenses for TAN/TIMI business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 501 S Cherry St, Ste 490, Denver CO 80238, United States DESCRIPTION: None, my shares are non-voting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-24 |
Reach out to this advisor