Charles Morris is a CFP, ChFC-designated registered investment advisor, based in Colorado Springs, CO, with 43 years of industry experience.
Location
13710 Struthers Road, Suite 115, Colorado Springs, CO, 80921
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is an IAR and RIA with Summit Wealth Group, dedicating full-time hours to serving clients. He also provides fixed insurance advice through Fixed Insurance and PKSF, spending minimal time on each. Additionally, Charles is involved in several not investment-related businesses including Ponderosa Management LLC, Barge Forest Products, Morris Partners LP, Commercial Rental Property, and Barge Timberlands International, and Aspen Grove Consulting, LLC.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Wealth Group
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Summit Wealth Group, INC.
Efp Wealth Management
Fsc Securities CorporationBroker
Commonwealth Equity Services, INC.Broker
Fortis Investors, INC.Broker
Manequity, INC.Broker
G. R. Phelps & CO., INC.Broker
Investacorp, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations23 states
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