Deann Morgan, financial advisor Stephenville TX

Deann Morgan

CRD Number: 3221590
Current Firm: Mariner Wealth

Deann Morgan (CRD# 3221590) is an Investment Advisor Representative working at Mariner Wealth in Stephenville, TX and has over 24 years of experience in the finance industry. Deann Morgan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mariner Wealth Advisors-ic, LLC Overland Park, KS Oct 2020 - Current 3
Mariner Wealth Advisors Overland Park, KS Oct 2020 - Current 3
Deann Morgan, Cpa, Pc Stephenville, TX Oct 2018 - Current 5
Honkamp Krueger Financial Services, Inc. Dubuque, IA Jan 2000 - Oct 2020 20
Proequities, Inc. Belle Fourche, SD Aug 2000 - Sep 2020 20
Mcnamee & Associates, Cpa, Pc Hulett, WY Aug 2006 - Oct 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S65 NASAA Investment Advisors Law Examination Sep 2000
Contact Info for Deann L. Morgan
Phone Number: 913-904-5700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

FL, IA, KS, MN, MO, NE, OR, PA, SD, TX, VA, WI

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