Summary
Mengel Morse and Associates is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Mengel Morse and Associates helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.Job Description
Position Roles/Responsibilities/Accountabilities
Position Qualifications
Competencies
External/Internal Dependencies
Compliance and Regulatory
As part of Mengel Morse and Associates’ recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
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