Robert C Morgenthaler
Financial Advisor
.
CFP®, CLU®, FIC, RICP®, CKA®, BFA™
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About Bob
Education & Accomplishments
I have worked for Thrivent for 23 years. During my time here I have held multiple positions including Regional Director. Although I enjoyed my time as a Regional Director my passion is being in the field and helping people with their financial journey. I am currently serving as the Practice Developer in the the Tulsa and Enid Thrivent offices. I have been married for 35 years to my beautiful wife Christine. Together we have 3 daughters and 2 grandsons that we love to spend time with.
- Bachelor of Arts Oral Roberts University
- Master of Arts Saint John’s...
My qualifications
- Bachelors of Theology, Oral Roberts University
- Masters of Theology, St. Johns Unviersity
- General Securities Representative
- Investment Company Products and Variable Contracts Limited Representative
- Agent
- AR Insurance Lic. #1510686
My state licenses
- Arizona
- Florida
- Kansas
- Missouri
- New York
- North Carolina
- Oklahoma
- Texas
- Wyoming
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.