Justus Morgan, financial advisor Racine WI

Justus Morgan

CRD Number: 4697511
Current Firm: Financial Service Group Inc.
Compensation Model: Fee Only
Justus Morgan (CRD# 4697511) is an Investment Advisor Representative working at Financial Service Group Inc. in Racine, WI and has over 12 years of experience in the finance industry. Justus 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
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Professional Designations
Company Name Location Dates Years
Financial Service Group, Inc. Racine, WI Apr 2003 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2003
Contact Info for Justus Morgan
Phone Number: 262-554-4500
Advisor Website: http://www.ToYourWealth.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    284
    MILLIONS
  • Total Number of Accounts
    891
    ACCOUNTS
  • Average Account Value
    $318,980
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, IL, TX, WI

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