Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
2 years
Location
Beaver Bay, MN 55601
Thrivent Investment Management
Institution
Rebekah Backman is a Series 66-licensed financial advisor with two years of industry experience, currently with Thrivent Investment Management. She previously worked at Greg Hanson Financial and has experience with nonprofit and church organizations, including Emmanuel Covenant Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, providing comprehensive, goal-based financial planning without discretionary trading authority.
Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.
Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.
Beaver Bay, MN
1008 Main Street
Beaver Bay MN 55601
Advisors at this office
2
Minnesota · Texas
2 years of industry experience
Thrivent Financial
2024 - Present • 2 years
Appleton, WI
Thrivent Investment Management Inc
2024 - Present • 2 years
Beaver Bay, MN
Greg Hanson Financial
2024 - 2024 • 1 year
Beaver Bay, MN
Unemployed
2022 - 2024 • 2 years
Silver Bay, MN
The Dwelling Place
2020 - 2022 • 2 years
Columbia Heights, MN
Unemployed
2020 - 2020 • 1 year
Shoreview, MN
Emmanuel Covenant Church
2014 - 2020 • 6 years
Shoreview, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Silver Bay, MN
Guardian Life
Logan Fischer is a financial advisor with Guardian Life and holds a Series 66 credential. He has three years of industry experience, including roles at Park Avenue Securities and Foster Klima & Company. Outside of his advisory work, he is co-owner of a local bowling alley and a fitness business in Silver Bay, MN, and serves on the board of Best of the North Shore. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage, financial planning, and retirement plan consulting services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a combination of proprietary and third-party investment advisory programs.
Series 63, Series 65
Beaver Bay, MN
Thrivent Investment Management
Gregory Hanson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013. Hanson serves as secretary on the board of the Finland Minnesota Historical Society and is an at-large board member of the New Horizons Foundation, USA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations across various planning topics without portfolio management or discretionary trading authority.
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