Unclaimed
Gregory Mengel is a financial advisor with Thrivent Investment Management Inc. Gregory Mengel has been a financial professional since 2001 and holds the Series 66, Series 7 and SIE licenses. Gregory Mengel specializes in providing financial planning and portfolio management services to individuals and families. Gregory Mengel also has experience working with churches and non-profit organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
07/25/2006 - Present
Thrivent Investment Management Inc. (SCHENECTADY NY)
MN
01/01/2002 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 02/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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