VM
Veralynn M. Morris
ADVISORNET WEALTH PARTNERS
Frederick, MD 21704
Some features on this profile are disabled
CRD#: 1016334
VM
Professional summary
Veralynn Mary Morris, who also goes by Veralynn M. Mcginnis, Veralynn Mcginnis, Veralynn Mary Morris, Veralynn Mary Morris-dukich, Veralynn Morris Starostecki, is a registered financial advisor currently at ADVISORNET WEALTH PARTNERS located in Frederick, Maryland.
Veralynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Veralynn has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Veralynn M. Mcginnis | Veralynn Mcginnis | Veralynn Mary Morris | Veralynn Mary Morris-Dukich | Veralynn Morris Starostecki
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
DIVORCE FINANCIAL SOLUTIONS,INC.same address CERTIFIED DIVORCE FINANCIAL ANALYST NON INVESTMENT RELATED ACCOUNT SUMMARY OF MARITAL PROPERTY FOR DIVORCING COUPLES Including Mediation and expert witness. She spends 3 hours per month on this activity. Potomac Financial Services Group LLC Same address Owner Nov2002 Fixed Insurance and Annuity Sales 100 hours per month
CRS (Client Relationship Summary) - RIA
Click below to view Veralynn Mary Morris's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 10, 2024 - Present
ADVISORNET WEALTH PARTNERS
Office #1: 5100 Buckeystown Pike Suite 250, Frederick, MD 21704RIA
CRD#: 113074
Frederick, MD
Past
March 25, 2022 - December 23, 2024
CAPITAL PORTFOLIO MANAGEMENT, INC.
RIA
CRD#: 29302
Frederick, MD
Past
October 1, 2013 - October 28, 2022
CAPITAL PORTFOLIO MANAGEMENT, INC.
BD
CRD#: 29302
TIMONIUM, MD
Past
October 1, 1997 - December 17, 2004
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
PHOENIX, AZ
Past
November 12, 1996 - October 1, 1997
USLIFE EQUITY SALES CORP.
BD
CRD#: 7962
NEW YORK, NY
Past
November 3, 1987 - December 31, 1990
TRANSAMERICA SECURITIES SALES CORPORATION
BD
CRD#: 17970
LOS ANGELES, CA
Past
November 3, 1986 - December 19, 1988
TRANSAMERICA FINANCIAL ADVISORS, INC.
BD
CRD#: 3600
Past
July 3, 1986 - October 31, 1986
CONSECO FINANCIAL SERVICES, INC.
BD
CRD#: 629
Past
March 10, 1982 - July 3, 1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
BD
CRD#: 3461
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ADVISORNET WEALTH PARTNERS
ADVANCED RETIREMENT RESOURCES | WOLD FINANCIAL GROUP | WEINBACH INVESTMENT MANAGEMENT, LLC | WEBSKOWSKI FINANCIAL NETWORK | WEALTH MANAGEMENT INTERNATIONAL LTD | WALTER R. BOMGREN | TUFFORD-HUGHES & ASSOCIATES | THE MOSHIER GROUP | THE CUNNINGHAM GROUP | SWENSON ANDERSON FINANCIAL GROUP, INC. | SWENSON ANDERSON FINANCIAL GROUP | SWENSON ANDERSON ASSOCIATES, INC. | STRONG TOWER WEALTH MANAGEMENT | STONEBRIDGE WEALTH PARTNERS | STILL WATERS PLANNING | STERLING RETIREMENT RESOURCES, INC | STERLING RETIREMENT RESOURCES | SHOCKMAN FINANCIAL | SBI WEALTH MANAGEMENT | SBI FINANCIAL SERVICES | ROSHOLT FINANCIAL ADVISORS | ROBERT J. MCHATTIE | RICE CREEK WEALTH MANAGEMENT | RETIREMENT ADVISORY SERVICES | PLANVISER FINANCIAL | PINE GROVE FINANCIAL GROUP | PEAK PORTFOLIO MANAGEMENT | PEAK ADVISORY | ONE LIFE FINANCIAL GROUP | NUTTER FINANCIAL GROUP | MY FINANCIAL GUARDIAN | MICHAEL D. PETERSEN | MEATH FINANCIAL GROUP | MCCABE & ASSOCIATES | MAY FINANCIAL PLANNING | MATTSON WEALTH MANAGEMENT | MASTERTECH FINANCIAL | LURIE WEALTH ADVISORS | LIFELONG WEALTH ADVISORS | LEWIS FINANCIAL ADVISORS, LLC | LEWIS FINANCIAL ADVISORS | KUITU FINANCIAL SERVICES | KRISTI L. ANDERSON FINANCIAL PARTNERS, LLC | KRISTI L. ANDERSEN FINANCIAL PARTNERS | KLB FINANCIAL | KESHEMBERG ADVISORY | KADENCE WEALTH | JRA FINANCIAL | JOSH WEBSKOWSKI | INSIGHT FINANCIAL GROUP | HUTCHISON FINANCIAL ADVISORS | HUTCHINSON FINANCIAL ADVISORS, LLC | HEMME WEALTH MANAGEMENT | GREAT WATERS FINANCIAL | GRAY PINES WEALTH MANAGEMENT | FSA ADVISORS, LLP | FREEDOM FINANCIAL PARTNERS | FINANCIALLY FLUENT ADVISORS | FINANCIAL PLANNING PARTNERS | FINANCIAL CONSULTANTS OF RAPID CITY | FETSCH, SNYDER & ASSOCIATES | EXECUTIVE FINANCIAL SERVICES, INC. (EFSI) | EXECUTIVE FINANCIAL SERVICES INC | EWEALTHPARTNERS | EPOCH FINANCIAL GROUP | ENSEMBLE PLANNING, LLC | ENSEMBLE PLANNING | EMPIRE ASSET MANAGEMENT GROUP | EAGLE CREEK FINANCIAL ADVISORS | DUNNCREEK ADVISORS | DRACH FINANCIAL | DORVAL & CHORNE FINANCIAL ADVISORS | CROWN CAPITAL ADVISORY | COYOTE FINANCIAL | COULTER, SCHMIDT & KLEIN PRIVATE WEALTH ADVISORS | CORNERSTONE ADVISORS | CONTEGO CAPITAL | CLEARPATH WEALTH ADVISORS | CARSON CHOICE RETIREMENT SOLUTIONS | CAPITAL PARTNERS INVESTMENT GROUP | CALCULATED WEALTH PARTNERS | BRUMBAUGH WEALTH MANAGEMENT | BRIGHTLINE GROUP | BOX FINANCIAL | BOND AND DEVICK FINANCIAL NETWORK | BERGERSON RESOURCE GROUP | ALPHA WEALTH ADVISORS | ALIGNED WEALTH PLANNING GROUP | AJW FINANCIAL | AGM FINANCIAL GROUP | AFFIANCE FINANCIAL | ADVISORNET WEALTH PARTNERS | ADVISORNET WEALTH MANAGEMENT | ADVISORNET FINANCIAL, INC. | ADVISORNET FINANCIAL PARTNERS | ADVISORNET FINANCIAL | ADVANCED WEALTH MANAGEMENT GROUP
CRD#: 113074 / SEC#: 801-77035
RIA
Registered Investment Advisory firm - (8/29/2012 Approved)Arizona
Registered Investment Advisory firm - (9/4/2012 Terminated)Delaware
Registered Investment Advisory firm - (7/14/2010 Terminated)Indiana
Registered Investment Advisory firm - (9/6/2012 Terminated)Minnesota
Registered Investment Advisory firm - (9/4/2012 Terminated)Missouri
Registered Investment Advisory firm - (10/23/2007 Terminated)North Dakota
Registered Investment Advisory firm - (12/13/2005 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/19/2010 Terminated)Texas
Registered Investment Advisory firm - (9/4/2012 Terminated)Wisconsin
Registered Investment Advisory firm - (9/4/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(12/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
ADVISORNET WEALTH PARTNERS
ADVANCED RETIREMENT RESOURCES | WOLD FINANCIAL GROUP | WEINBACH INVESTMENT MANAGEMENT, LLC | WEBSKOWSKI FINANCIAL NETWORK | WEALTH MANAGEMENT INTERNATIONAL LTD | WALTER R. BOMGREN | TUFFORD-HUGHES & ASSOCIATES | THE MOSHIER GROUP | THE CUNNINGHAM GROUP | SWENSON ANDERSON FINANCIAL GROUP, INC. | SWENSON ANDERSON FINANCIAL GROUP | SWENSON ANDERSON ASSOCIATES, INC. | STRONG TOWER WEALTH MANAGEMENT | STONEBRIDGE WEALTH PARTNERS | STILL WATERS PLANNING | STERLING RETIREMENT RESOURCES, INC | STERLING RETIREMENT RESOURCES | SHOCKMAN FINANCIAL | SBI WEALTH MANAGEMENT | SBI FINANCIAL SERVICES | ROSHOLT FINANCIAL ADVISORS | ROBERT J. MCHATTIE | RICE CREEK WEALTH MANAGEMENT | RETIREMENT ADVISORY SERVICES | PLANVISER FINANCIAL | PINE GROVE FINANCIAL GROUP | PEAK PORTFOLIO MANAGEMENT | PEAK ADVISORY | ONE LIFE FINANCIAL GROUP | NUTTER FINANCIAL GROUP | MY FINANCIAL GUARDIAN | MICHAEL D. PETERSEN | MEATH FINANCIAL GROUP | MCCABE & ASSOCIATES | MAY FINANCIAL PLANNING | MATTSON WEALTH MANAGEMENT | MASTERTECH FINANCIAL | LURIE WEALTH ADVISORS | LIFELONG WEALTH ADVISORS | LEWIS FINANCIAL ADVISORS, LLC | LEWIS FINANCIAL ADVISORS | KUITU FINANCIAL SERVICES | KRISTI L. ANDERSON FINANCIAL PARTNERS, LLC | KRISTI L. ANDERSEN FINANCIAL PARTNERS | KLB FINANCIAL | KESHEMBERG ADVISORY | KADENCE WEALTH | JRA FINANCIAL | JOSH WEBSKOWSKI | INSIGHT FINANCIAL GROUP | HUTCHISON FINANCIAL ADVISORS | HUTCHINSON FINANCIAL ADVISORS, LLC | HEMME WEALTH MANAGEMENT | GREAT WATERS FINANCIAL | GRAY PINES WEALTH MANAGEMENT | FSA ADVISORS, LLP | FREEDOM FINANCIAL PARTNERS | FINANCIALLY FLUENT ADVISORS | FINANCIAL PLANNING PARTNERS | FINANCIAL CONSULTANTS OF RAPID CITY | FETSCH, SNYDER & ASSOCIATES | EXECUTIVE FINANCIAL SERVICES, INC. (EFSI) | EXECUTIVE FINANCIAL SERVICES INC | EWEALTHPARTNERS | EPOCH FINANCIAL GROUP | ENSEMBLE PLANNING, LLC | ENSEMBLE PLANNING | EMPIRE ASSET MANAGEMENT GROUP | EAGLE CREEK FINANCIAL ADVISORS | DUNNCREEK ADVISORS | DRACH FINANCIAL | DORVAL & CHORNE FINANCIAL ADVISORS | CROWN CAPITAL ADVISORY | COYOTE FINANCIAL | COULTER, SCHMIDT & KLEIN PRIVATE WEALTH ADVISORS | CORNERSTONE ADVISORS | CONTEGO CAPITAL | CLEARPATH WEALTH ADVISORS | CARSON CHOICE RETIREMENT SOLUTIONS | CAPITAL PARTNERS INVESTMENT GROUP | CALCULATED WEALTH PARTNERS | BRUMBAUGH WEALTH MANAGEMENT | BRIGHTLINE GROUP | BOX FINANCIAL | BOND AND DEVICK FINANCIAL NETWORK | BERGERSON RESOURCE GROUP | ALPHA WEALTH ADVISORS | ALIGNED WEALTH PLANNING GROUP | AJW FINANCIAL | AGM FINANCIAL GROUP | AFFIANCE FINANCIAL | ADVISORNET WEALTH PARTNERS | ADVISORNET WEALTH MANAGEMENT | ADVISORNET FINANCIAL, INC. | ADVISORNET FINANCIAL PARTNERS | ADVISORNET FINANCIAL | ADVANCED WEALTH MANAGEMENT GROUP
CRD#: 113074 / SEC#: 801-77035
RIA
Registered Investment Advisory firm - (8/29/2012 Approved)Arizona
Registered Investment Advisory firm - (9/4/2012 Terminated)Delaware
Registered Investment Advisory firm - (7/14/2010 Terminated)Indiana
Registered Investment Advisory firm - (9/6/2012 Terminated)Minnesota
Registered Investment Advisory firm - (9/4/2012 Terminated)Missouri
Registered Investment Advisory firm - (10/23/2007 Terminated)North Dakota
Registered Investment Advisory firm - (12/13/2005 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/19/2010 Terminated)Texas
Registered Investment Advisory firm - (9/4/2012 Terminated)Wisconsin
Registered Investment Advisory firm - (9/4/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
110 Cheshire Lane Suite 200, Minnetonka, MN 55305
Mailing Address
Phone number
(612) 347-8600
Established
Firm type
Fiscal year end
# of Employees
114
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,091 |
| AUM (Assets Under Management) | $ 2,339,617,295 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
