Mikayla Morgan (CRD# 7027193) is an Investment Advisor Representative working at Creative Planning in Anthem, AZ and has over 4 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning, LLC | Overland Park, KS | Dec 2021 - Current | 2 |
| Lockton Companies LLC | Scottsdale, AZ | Jan 2020 - Feb 2022 | 2 |
| Lockton Investment Advisors LLC | Scottsdale, AZ | Oct 2020 - Dec 2021 | 1 |
| Lockton Financial Advisors, LLC | Scottsdale, AZ | Jan 2020 - Dec 2021 | 1 |
| Charles Schwab & Co | Phoenix, AZ | Oct 2018 - Dec 2019 | 1 |
| Aspire Business Consultants | Glendale, AZ | May 2017 - Sep 2018 | 1 |
| Sky Search Partners | Phoenix, AZ | Jan 2018 - Jun 2018 | < 1 |
| Arizona Christian University Library | Phoenix, AZ | Aug 2015 - May 2018 | 2 |
| Arizona Christian University | Phoenix, AZ | Aug 2014 - May 2018 | 3 |
| N/a | Anthem, AZ | Jan 2009 - Aug 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- AZ
- TX
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Total Assets Under Management175,272MILLIONS
-
Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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