Sandra Morrison, financial advisor Columbus IN
90 score

Sandra Morrison

CRD Number: 6113277
Current Firm: Smi Advisory Services, LLC

Sandra Morrison (CRD# 6113277) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 4 years of experience in the finance industry.

Similar Advisors
Renny Esser, financial advisor Columbus IN
Renny Esser
CRD# 5742446
Edward Jones
Similar Advisors
David Abuaf, financial advisor Columbus IN
David N. Abuaf
CRD# 4582706
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Martin Atwell, financial advisor Columbus IN
Martin J. Atwell
CRD# 1844282
Mcavoy Kemp Wealth Management, LLC
Company Name Location Dates Years
Unified Financial Securities Indianapolis, IN Apr 2014 - Current 3
Smi Advisory Services Columbus, IN Jun 2011 - Current 5
Columbus Christian School Columbus, IN Jan 2001 - Jun 2011 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Sandra Morrison
Phone Number: 800-910-3651
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.