Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RENTAL PROPERTY POSITION: Sole Owner NATURE: Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2021 ADDRESS: 5321 Beachside Drive, Minnetonka MN 55343 DESCRIPTION: manage property, collect rent, find renters FIXED INSURANCE SALES POSITION: Agent/Producer NATURE: Selling/Servicing fixed insurance contract(s). INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/13/2024 ADDRESS: 7760 France Ave S Suite 710, Edina MN 55435 DESCRIPTION: Selling/Servicing fixed insurance contract(s) THRIVENT ADVISOR NETWORK, LLC (DBA PARABLE WEALTH PARTNERS) POSITION: Chief Investment Officer NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 08/27/2020 ADDRESS: 7760 France Avenue South, Ste 710, Edina MN 55435 DESCRIPTION: Provide investment advisory services to retail clients STORYLINE, LLC POSITION: Owner NATURE: LLC is established for the expenses for TAN/TIMI business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 7760 France Ave. S Suite 710, Edina MN 55435 DESCRIPTION: None (passive owner no active duties or responsibilities) EVERGREEN SHORES HOMEOWNERS ASSOCIATION POSITION: Pond Treatment Coordinator NATURE: Our neighborhood has a homeowners association registered as a non-profit that exists to coordinate annual pond treatments for weeds. Unlike a 'normal' HOA, this HOA only collects ~$105 in dues each year from any resident desiring to have their portion of the pond treated for weeds. I do not collect funds (someone else on the board does). INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 575 Vicki Lane, Shoreview MN 55126 DESCRIPTION: My specific role has me in charge of: A) Collecting signatures from clients on necessary forms to be submitted to the DNR B) Coordinating with a vendor on the submission of these forms and the eventual scheduling of the pond treatments. To be overly clear, the Treasurer and President collect checks from residents and complete payment. I do not handle any of the finances. TRAIL LIFE POSITION: Board Member NATURE: Faith-based nonprofit youth organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 5151 Program Avenue, St Paul MN 55112 DESCRIPTION: Help oversee, track, and advise on financial decisions BETHEL UNIVERSITY. STUDENT INVESTMENT FUND EXPERIENTIAL LEARNING PROGRAM POSITION: Professional Director NATURE: Provide experiential learning experience to undergraduate students through allowing them the ability to run an asset management business across various departments. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2019 ADDRESS: 3900 BETHEL DRIVE, Arden Hills MN 55112 DESCRIPTION: I teach students to analyze companies, manage portfolios, and lead teams, while designing experiential learning curriculum and overseeing fund operations. I also interface with university leadership, but trading and investment decisions remain solely with faculty advisors and voting members of the investment committee. BETHEL UNIVERSITY FOUNDATION BOARD OF GOVERNORS POSITION: Board Member NATURE: The Bethel University Foundation provides grants to Bethel University, helps donors plan their charitable giving and supports Bethel by receiving and managing funds donated. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 3900 Bethel Drive, Arden Hills MN 55112 DESCRIPTION: Serve as a Board of Governors member with fiduciary and governance responsibilities, including key decision-making on resource oversight and use. On the Investment Subcommittee, oversee foundation and pension assets by reviewing consultant recommendations and monitoring performance against the Investment Policy Statement (IPS)