Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Mongeon

Thrivent Advisor Network, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Mongeon

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.

Firm Information

Christopher Mongeon is currently registered with Thrivent Advisor Network, LLC. Thrivent Advisor Network, LLC is an investment advisor based in Minneapolis, Minnesota. The firm has 120 licensed agents, 164 investment advisor representatives, and 96 registered representatives. They manage approximately $6.16 billion in regulatory assets under management. Thrivent Advisor Network, LLC provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
Thrivent Advisor Network, LLC

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$6.16B

Assets Under Management

1,300

Total Clients

129

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Mongeon’s Registration & Firm History

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)

Not sure if Christopher Mongeon is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Mongeon.
Not sure if Christopher Mongeon is right for you?