Unclaimed
Christopher Mongeon is a wealth advisor at Thrivent Advisor Network, LLC d/b/a Parable Wealth Partners, located in Edina, MN. Christopher has been in the industry since 2003 and holds a Series 7, Series 66, and SIE license. Christopher is registered to provide investment advice in Minnesota and Texas. Christopher also owns and manages Storyline, LLC, a small business entity, and is the owner and partner of Ernst & Andrew, LLC. In addition to his financial planning services, Christopher also offers fixed insurance sales services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
08/17/2022 - Present
Thrivent Advisor Network, LLC (Edina MN)
MN
08/27/2020 - 08/02/2024
PURSHE KAPLAN STERLING INVESTMENTS (Edina MN)
MN
09/18/2008 - 08/26/2020
THRIVENT INVESTMENT MANAGEMENT INC. (EDINA MN)
MN
01/01/2007 - 09/17/2008
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
02/14/2003 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/14/2003 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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