Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Contag is a financial advisor with over 29 years of experience in the financial services industry. Theodore is a Founding Partner and Wealth Coach with Thrivent Advisor Network, Llc. DBA Parable Wealth Partners in Minneapolis, MN. Theodore is a Registered Representative and Investment Advisor Representative. Theodore has a strong background in financial planning, investment management, and insurance. Theodore is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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2
MN
07/07/2020 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
MN
08/27/2020 - 08/02/2024
PURSHE KAPLAN STERLING INVESTMENTS (Edina MN)
MN
03/28/1994 - 08/26/2020
THRIVENT INVESTMENT MANAGEMENT INC. (EDINA MN)
BOTH
Issued 07/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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