Christopher
Mongeon

Thrivent Advisor Network, LLC

CRD#4615108
Investment Advisor
in Minneapolis, MN

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About this Advisor

Christopher Mongeon is a chartered financial consultant working out of Minneapolis, Minnesota who has 3 years of relevant experience. Mongeon works at Thrivent Advisor Network, LLC. Throughout their career, Mongeon has worked at Thrivent Investment Managemen In, Thrivent Financial For Lutherans, Thrivent Advisor Network, LLC D/B/A Parable Wealth Partners, Purshe Kaplan Sterling Investments, Inc and Storyline, LLC. Mongeon holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota and Texas. Thrivent Advisor Network, LLC is an advisory firm that has its headquarters in Minneapolis, MN. The firm has offices in 34 locations and a total of 134 advisors. It oversees $5 billion in assets among its 26,501 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 17 charitable organizations. Of its 26,501 customer accounts, just 11% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which service is offered. However, fees billed by Thrivent Advisor Network, LLC can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7760 France Avenue S, Suite 710
Minneapolis, MN 55435

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Thrivent Advisor Network, LLC Brokerage Details

Total Assets Under Management

$5,058,431,013

MN Average: $5,289,111,388
Total Number of Employees

134

MN Average: 157
Total Number of Accounts

26,501

MN Average: 8,262
Average Account Size

$190,877

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Christopher Mongeon Work History

Christopher has been registered as a financial advisor for 3 years.*

2023 - Present (1 year)

Storyline, LLC

2020 - Present (4 years)

Thrivent Advisor Network, LLC D/B/A Parable Wealth Partners

2020 - Present (4 years)

Purshe Kaplan Sterling Investments, Inc

2008 - 2020 (12 years)

Thrivent Investment Managemen In

2008 - 2020 (12 years)

Thrivent Financial For Lutherans

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Mongeon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thrivent Advisor Network, LLC

Gretchen Duda
Camp Hill, PA
Lori Sherman
Minneapolis, MN
Matthew Stockman
Minneapolis, MN
Nicholas Freas
Denver, CO
Bryant Hayes
Minneapolis, MN
Jonathan Lofquist
Minneapolis, MN
Eric Schneider
Denver, CO
Kaitlyn Hedger
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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