Christopher
Mongeon

Thrivent Advisor Network, LLC

CRD#4615108
Investment Advisor
in Minneapolis, MN

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About this Advisor

Christopher Mongeon is a financial advisor based in Minneapolis, Minnesota, working with Thrivent Advisor Network, LLC. Christopher has previously held positions at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Thrivent Advisor Network, LLC D/B/A Parable Wealth Partners, Purshe Kaplan Sterling Investments, Inc, and Storyline, LLC. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Christopher is part of Thrivent Advisor Network, LLC, which operates out of Minneapolis, Minnesota. The firm has 37 offices and 164 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Thrivent Advisor Network, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

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

$6,163,786,512

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

164

MN Average: 157
Total Number of Accounts

28,513

MN Average: 8,262
Average Account Size

$216,175

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

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

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

Andrew Walker
Minneapolis, MN
Garrett Poland
Fremont, NE
Joseph Ciliberti
Plainview, NY
Eric Schneider
Denver, CO
Bryan Fawcett
Minneapolis, MN
Jeremy Sarna
Forsyth, IL
Cuyler Prichard
Minneapolis, MN
Blair Greenwood
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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