Todd Morris (CRD# 4251773) is an Investment Advisor Representative working at The Capital Advisory Group Advisory Services, LLC in Bloomington, MN and has over 23 years of experience in the finance industry.
CRD# 6576637
Ameriprise Financial Services, LLC
CRD# 6806293
Ameriprise Financial Services, LLC
CRD# 1193597
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Capital Advisory Group, LLC | Bloomington, MN | Dec 2017 - Current | 6 |
| United Planners Financial Services | Scottsdale, AZ | Jun 2016 - Current | 7 |
| The Capital Advisory Group Advisory Services, LLC | Bloomington, MN | Jan 2016 - Current | 8 |
| Todd Morris | Grove, MN | Feb 2012 - Current | 12 |
| Tax Prep Services | Cottage Grove, MN | Feb 2012 - Current | 12 |
| Morris Financial Services | St. Paul Park, MN | Aug 2005 - Current | 18 |
| Todd Morris - Schedule C Income - Land Flipping | Bloomington, MN | Sep 2018 - Jul 2021 | 2 |
| Avries College Bound Candies | Cottage Grove, MN | Apr 2012 - Apr 2018 | 6 |
| Machtig & Associates Insurance Services LLC | Bloomington, MN | Jan 2016 - Jan 2018 | 2 |
| Investors Capital Corporation | Lynnfield, MA | Jul 2005 - Jul 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2005 |
- MN
-
Total Assets Under Management277MILLIONS
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Total Number of Accounts1,132ACCOUNTS
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Average Account Value$244,794
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, GA, IL, LA, MA, ME, MN, MO, NC, NE, NH, NJ, OR, TX, WA, WI
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