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.


  • 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


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.