Morgan Gough is a registered investment advisor at Arkenstone Financial, LLC, based in Monument, CO, with 21 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 141 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arkenstone Financial manages investments through wrap fee programs. See the Wrap Fee Program Brochure for details.
Location
19210 Sixpenny Lane, Ste. 100, Monument, CO, 80132
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Morgan is an Investment Advisor Representative at Arkenstone Financial, LLC since 2012, providing investment advice. This activity takes about half of Morgan's time.
Employment History
Current Registrations
Arkenstone Financial, LLC
Stonemark Wealth Management
Previous Registrations
Arkenstone Financial, LLC
Girard Securities, INC.
Wespac Advisors, LLC
Southwest Securities, INC.
Tower Asset Management LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.