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(651) 635-0500

200 Village Center Drive, Suite 200
North Oaks, MN 55127-7204

Disclosures TAN Form CRS

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 Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures for a full description of services, fees and expenses, available at www.thriventadvisornetwork.com. Thrivent Advisor Network, LLC’s Advisory Persons 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 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. North Oaks Financial Group 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 North Oaks Financial Group are not affiliated companies.

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Schwab is a registered broker-dealer, and is not affiliated with North Oaks Financial Group or any advisor(s) whose name(s) appears on this Website. North Oaks Financial Group is independently owned and operated. Schwab neither endorses nor recommends North Oaks Financial Group.Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with North Oaks Financial Group under which Schwab provides North Oaks Financial Group with services related to your account. Schwab does not review the North Oaks Financial Group Website(s), and makes no representation regarding the content of the Website. The information contained in the North Oaks Financial Group Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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