Matt Stockman, CFP®

Director of Investment Operations & Wealth Coach

matt.stockman@parablewealth.com

Matt is our Director of Investment Operations and is your guy if you need to get something done. He will be the first to tell you that the key to financial success is a good plan and that “it is never too early or too late to start.  

Matt lives in Chanhassen with his wife, Kara, daughter, Sophia and their two cats whose names, “Mauer” & “Parise”, will give you a clue as to some of their interests as Minnesota natives. Matt is a man on the move – he enjoys golf, basketball, running, travel and loves time with friends and family. He also “guacs”! (That is Parable-speak for being the resident guacamole chef for our office potlucks).  

Matt holds a Bachelor of Science degree in Finance from Iowa State University and is a Certified Financial Planner™ (CFP®). Matt is licensed to do business in AZ, CA, FL, IA, IL, MN, ND, and WI. California Insurance Producer License Number 0L69602. 

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hello@parablewealth.com   |   952.475.9700   |   7760 France Ave S, Suite 710, Edina, MN 55435

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DISCLOSURES

© 2020 PARABLE WEALTH PARTNERS. ALL RIGHTS RESERVED.

Parable Wealth Partners is proud to be an independent practice of Thrivent, a not-for-profit membership organization of Christians that has helped millions of people achieve financial clarity and live lives full of meaning and gratitude. 

 

Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “Thrivent”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures for a full description of services, fees and expenses, available at www.thriventadvisornetwork.com. Thrivent Advisor Network, LLC’s Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons.

 Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Parable Wealth Partners and Thrivent Advisor Network, LLC are not affiliated companies.