Todd Morris, financial advisor Bloomington MN

Todd Morris

CRD Number: 4251773
Current Firm: The Capital Advisory Group Advisory Services, LLC

Todd Morris (CRD# 4251773) is an Investment Advisor Representative working at The Capital Advisory Group Advisory Services, LLC in Bloomington, MN and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Todd Morris - Schedule C Income - Land Flipping Bloomington, MN Sep 2018 - Current 2
The Capital Advisory Group, LLC Bloomington, MN Dec 2017 - Current 3
United Planners Financial Services Scottsdale, AZ Jun 2016 - Current 4
The Capital Advisory Group Advisory Services, LLC Bloomington, MN Jan 2016 - Current 5
Todd Morris Grove, MN Feb 2012 - Current 8
Tax Prep Services Cottage Grove, MN Feb 2012 - Current 8
Morris Financial Services St. Paul Park, MN Aug 2005 - Current 15
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
Contact Info for Todd J. Morris
Phone Number: 952-831-8243
Firm Website: http://www.cagcos.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    466
    MILLIONS
  • Total Number of Accounts
    2,264
    ACCOUNTS
  • Average Account Value
    $205,899
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, FL, GA, IL, LA, MA, ME, MN, MO, NE, NH, TX, WA, WI

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