KM
Kurt E. Morgan
TMG WEALTH ADVISORS
BEAVERTON, OR 97003-2999
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CRD#: 1652357
KM
Professional summary
Kurt Evan Morgan is a registered financial advisor currently at TMG WEALTH ADVISORS, INC. located in Beaverton, Oregon and OSAIC WEALTH, INC. located in Beaverton, Oregon.
Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Kurt has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. TMG Wealth Advisors, Inc.; INVESTMENT RELATED; 14631 SW Millikan Way #68, Beaverton, OR 97003; INSURANCE GENERAL AGENT; GENERAL AGENT; 12/2002/ 5HOURS/MO.;.25/TRADE DAY; COMMISSIONS; VARIABLE INSURANCE CARRIERS. 2. TMG Wealth Advisors, INC.; INVESTMENT RELATED; 14631 SW Millikan Way #68, Beaverton, OR 97003; REGISTERED INVESTMENT ADVISORY FIRM; PRESIDENT/REGISTERED INVESTMENT ADVISOR; 12/2002; 160/MO; 4 HOURS/ TRAD DAY.; SALARY/AUM FEES; FINANCIAL & INVESTMENT PLANNING, ACCOUNT REVIEWS & ANALYSIS, PORTFOLIO ALLOCATIONS, IMPLEMENTATION STRATEGIES 3 )Antioch House;not investment related;330 NW 23rd Ave,Corvallis,OR 97330;non-profit housing Christian cooperative residence;member of advisory board;10/1/2020;1 hr/month;0 hrs during trading;volunteer member of non-profit's advisory board,alumni advisor connecting house's prior residents to those currently living there and how alumni can help service house's practical needs 3. ANTIOCH HOUSE POSITION: Board member NATURE: Antioch House is a non-profit Christian residential house. About 50 men live in the house while attending college. I am a non-paid member of their advisory board. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2017 ADDRESS: 330 NW 23rd Ave., Corvallis OR 97330, United States DESCRIPTION: I'm part of a 9-person advisory board which serves to assist the current house residents with issues pertaining to the support and function of the house itself. These issues could relate to physical house needs (ie: repair), relational or spiritual. All board members are non-paid and volunteer their time to support the functions of the house.
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Evan Morgan'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
November 24, 2010 - Present
TMG WEALTH ADVISORS, INC.
Office #1: 14631 Sw Millikan Way Suite 68, Beaverton, OR 97003-2999RIA
CRD#: 155180
BEAVERTON, OR
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 14631 Sw Millikan Way #68, Beaverton, OR 97003RIA
BD
CRD#: 23131
Beaverton, OR
Past
April 13, 2001 - June 2, 2003
TRIAD ADVISORS LLC
RIA
CRD#: 25803
Beaverton, OR
Past
March 1, 2001 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Beaverton, OR
Past
June 1, 1996 - March 6, 2001
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
February 21, 1992 - June 1, 1996
NORTH AMERICAN MANAGEMENT, INC.
BD
CRD#: 624
SIOUX FALLS, SD
Past
May 19, 1987 - February 3, 1992
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/23/2024)
RR
Colorado(8/23/2024)
RR
Florida(8/23/2024)
RR
Hawaii(8/23/2024)
IAR
Oregon(11/24/2010)
RR
Oregon(8/23/2024)
RR
South Carolina(8/23/2024)
RR
Washington(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TW
TMG WEALTH ADVISORS, INC.
DESERT RIVER CAPITAL LLC | TMG WEALTH ADVISORS, INC. | THE MORGAN GROUP INC. | THE MORGAN GROUP | MORGAN, KURT EVAN | MORGAN ADVISORS, INC.
CRD#: 155180 / SEC#:
Arizona
Registered Investment Advisory firm - (11/17/2016 Terminated)Oregon
Registered Investment Advisory firm - (11/24/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14631 Sw Millikan Way Suite 68, Beaverton, OR 97003-2999
Mailing Address
14631 Sw Millikan Way #68, Beaverton, OR 97003-2999
Phone number
(503) 533-4929
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 165 |
| AUM (Assets Under Management) | $ 29,275,000 |
Red Flags
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