Upcoming Broker-Dealer Communication

We are excited to share that Parable Wealth Partners will be changing broker-dealers to Thrivent Investment Management Inc. (TIMI) this August.

For details and additional context, here is a brief video:

>> For those who prefer to skip to the end of a book:

TL;DR (too long; didn’t read…well, watch)

Parable Wealth Partners is changing broker-dealers from Purshe Kaplan Sterling (PKS) to Thrivent Investment Management Inc. (TIMI) in August. While this update is primarily administrative, it does required your approval and signature.

TIMELINE

  • Official communication sent early-June
  • Prefilled forms sent mid-June
    • Based on your portfolio, you may receive multiple forms electronically (via DocuSign) or by mail.
  • Client signature needed by July 31, 2024
  • Transition complete August

Questions

If you have any questions now, or once forms are received in a few weeks, please contact our Client Service Team at: 952-475-96700 or team@parablewealth.com.

From the entire Parable Wealth Team, thank you for your trust and partnership.


 
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. Information in this message is for the intended recipient[s] only. Please visit our website www.parablewealth.com for important disclosures.
 
Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and Parable Wealth Partners are not affiliated companies.

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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 “TAN”), 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 Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures (Form ADV Part 2A and 2A Appendix 1 brochures) for a full description of services, fees and expenses, available at Thriventadvisornetwork.com. Thrivent Advisor Network, LLC financial advisors 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 TAN 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. 

Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and Parable Wealth Partners are not affiliated companies