Morgan Green (CRD# 7487632) is an Investment Advisor Representative working at Keener Financial Planning in Rexburg, ID and has over 2 years of experience in the finance industry.
CRD# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 5727397
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brigham Young University Idaho | Rexburg, ID | Jan 2024 - Current | < 1 |
| Keener Financial Planning | Keller, TX | Jun 2023 - Current | < 1 |
| Brigham Young University-idaho | Rexburg, ID | Sep 2020 - Current | 3 |
| Spark Walmart | Rexburg, ID | Sep 2023 - Dec 2023 | < 1 |
| Storehouse Financial | Fort Worth, TX | Apr 2023 - Jun 2023 | < 1 |
| Brigham Young University Idaho | Rexburg, ID | Jan 2022 - Dec 2022 | < 1 |
| Legacy Private Wealth Advisors | Clearfield, UT | Jan 2022 - May 2022 | < 1 |
| Brigham Young University Idaho | Rexburg, ID | Mar 2021 - Jun 2021 | < 1 |
| Venture Data | Rexburg, ID | Oct 2020 - Jun 2021 | < 1 |
| Church Of Jesus Christ Of Latter Day Saints | Philadelphia, PA | Jan 2019 - Jul 2020 | 1 |
| Subway | Fairbanks, AK | Aug 2016 - Jan 2019 | 2 |
| Clearfield High School | Clearfield, UT | Jan 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- ID
-
Total Assets Under Management294MILLIONS
-
Total Number of Accounts554ACCOUNTS
-
Average Account Value$530,231
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, ID, LA, NC, TN, TX, VA
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 derived from SEC.gov data covering 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.
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.