Robert Charles Morgenthaler

Current Employers

Employment History

• 07/2002 → Present
  Thrivent Investment Management Inc.
  Tulsa, OK
• 07/2002 → Present
  Trivent Financial For Lutherans
  Appleton, WI

Other Businesses

ORDINATION THROUGH UNIVERSAL LIFE CHURCH POSITION: Wedding Officiant NATURE: This is an ordination for the purpose of performing wedding ceremonies. This would be used for family and friends not as a business venture. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2021 ADDRESS: 2720 1st Avenue S, Seattle WA 98134, United States DESCRIPTION: Perform wedding ceremonies. RENT HOUSE POSITION: owner NATURE: Purchased a housewith the purpose of renting to our daughter and her husband. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: see additional info below, Tulsa OK 74136, United States DESCRIPTION: Minor repairs if needed GOLDEN EAGLES CLUB POSITION: Board Member NATURE: I SERVE ON THE BOARD OF DIRECTORS FOR THE GOLDEN EAGLES CLUB. MY TERM ON THE BOARD RUNS UNTIL 10/2027. THIS IS A VOLUNTEER POSITION. I DO NOT ENGAGE IN THE FINANCIAL INVESTMENT DECISIONS OF THE GROUP. THE BOARD MEETS ONCE A MONTH FOR APPROXIMATELY 1 1/2 - 2 HOURS EACH MEETING. THE DUTIES ARE LOOKING AT THE FUND RAISING EFFORTS AND PROJECTS FOR THE ALTHETIC DEPARTMENT AT ORAL ROBERTS UNIVERSITY INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2014 ADDRESS: 7777 South Lewis, Tulsa OK 74171, United States DESCRIPTION: Fundraising efforts and projects for the athletic department at Oral Roberts University.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-17
• S63 Uniform Securities Agent State Law Examination
  1997-11-08

Other Names

• Bob Morgenthaler