Morgan Shank (CRD# 7674798) is an Investment Advisor Representative working at Ifg Advisory, LLC in Meramec, MO and has 1 year of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifg Advisory, Llc D/b/a Morris Shank Wealth Management | Atlanta, GA | Jan 2023 - Current | 1 |
| Lpl Financial LLC | Clayton, MO | Dec 2022 - Current | 1 |
| Impact Integration General Partner | Chesterfield, MO | Oct 2018 - Current | 5 |
| Impact Integration LP | Chesterfield, MO | Oct 2018 - Current | 5 |
| Impact Martial Arts Team LLC | Chesterfield, MO | Oct 2018 - Current | 5 |
| Impact Martial Arts Systems LLC | Chesterfield, MO | Oct 2018 - Current | 5 |
| Impact Martial Arts Eureka, LLC | Cheseterfield, MO | Oct 2018 - Current | 5 |
| St. Louis Ata Black Belt Academy LLC | Chesterfield, MO | Apr 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- MO
-
Total Assets Under Management3,252MILLIONS
-
Total Number of Accounts12,190ACCOUNTS
-
Average Account Value$266,808
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.