KM
KM

Kurt Evan Morgan

38 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

14631 SW Millikan Way, Suite 68, Beaverton, OR, 97003-2999

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kurt is an insurance general agent with TMG Wealth Advisors, Inc. and also serves as President/Registered Investment Advisor for the same firm, dedicating minimal time and full-time hours respectively. He is also a volunteer member of a non-profit housing advisory board, dedicating minimal time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Tmg Wealth Advisors, INC.
November 2010 - Present · 15 yrs 3 mos
Previous Registrations
Triad Advisors, INC.
April 2001 - June 2003 · 2 yrs 2 mos
Triad Advisors LLCBroker
March 2001 - August 2024 · 23 yrs 5 mos
Walnut Street Securities, INC.Broker
June 1996 - March 2001 · 4 yrs 9 mos
North American Management, INC.Broker
February 1992 - June 1996 · 4 yrs 4 mos
First American National Securities, INC.Broker
May 1987 - February 1992 · 4 yrs 9 mos
State Registrations7 states
CACOFLHIORSCWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kurt Evan Morgan - Financial Advisor | TrueAdvisor