Savannah Warren (CRD# 7186951) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 4 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morling Financial Advisors LLC | Fremont, CA | Aug 2019 - Current | 4 |
| Dahl Consulting | St. Paul, MN | Jan 2019 - Jul 2019 | < 1 |
| 3m | St. Paul, MN | Jan 2019 - Jul 2019 | < 1 |
| The Escape Game | Bloomington, MN | Jan 2018 - Jul 2019 | 1 |
| University Of Minnesota | Minneapolis, MN | Aug 2015 - Dec 2018 | 3 |
| Waytek Inc. | Chanhassen, MN | May 2017 - Jul 2017 | < 1 |
| University Of Minnesota | Minneapolis, MN | Aug 2016 - Dec 2016 | < 1 |
| Dave's Ace Hardware | Milton, WI | May 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- CA
-
Total Assets Under Management607MILLIONS
-
Total Number of Accounts1,430ACCOUNTS
-
Average Account Value$424,469
- 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)
CA, FL, GA, TN, TX, WA
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