Don F. Morgan

COLMINA

Spokane Valley, WA 99206

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CRD#: 2693743

Professional summary

Don F Morgan SR, who also goes by Donald F Morgan Sr, Donald F Morgan, is a registered financial advisor currently at COLMINA, LLC located in Spokane Valley, Washington.

Don is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Don has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donald F Morgan Sr | Donald F Morgan

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don F Morgan SR's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 2, 2026 - Present

COLMINA, LLC

Office #1: 2610 N. Pines Road, Spokane Valley, WA 99206

RIA

CRD#: 289191

Spokane Valley, WA

Past

October 23, 2018 - February 2, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

SPOKANE VALLEY, WA

Past

October 22, 2018 - December 19, 2025

LPL FINANCIAL LLC

CRD#: 6413

SPOKANE VALLEY, WA

Past

May 13, 2016 - October 23, 2018

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

SPOKANE VALLEY, WA

Past

January 23, 2014 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

SPOKANE VALLEY, WA

Past

January 16, 2014 - October 23, 2018

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

SPOKANE VALLEY, WA

Past

January 15, 2010 - January 17, 2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

SPOKANE VALLEY, WA

Past

January 15, 2010 - January 17, 2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

SPOKANE VALLEY, WA

Past

July 8, 2005 - January 25, 2010

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SPOKANE, WA

Past

July 8, 2005 - January 25, 2010

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SPOKANE, WA

Past

April 1, 1996 - July 28, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

COEUR DALENE, ID

Past

February 8, 1996 - July 28, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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

Idaho
(2/2/2026)

IAR

Washington
(2/2/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/23/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/23/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/3/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/12/2010

General Securities Principal Examination

Current Firm

COLMINA, LLC

COLMINA, LLC | RENAISSANCE WEALTH DESIGN | INNOVATIVE ADVISER SOLUTIONS, LLC | FINANCIAL FITNESS WEALTH MANAGEMENT | DIAZO WEALTH GROUP

CRD#: 289191 / SEC#: 801-123597

RIA

Registered Investment Advisory firm - (6/1/2023 Terminated)

Arizona

Registered Investment Advisory firm - (6/25/2021 Approved)

Colorado

Registered Investment Advisory firm - (11/2/2023 Approved)

Idaho

Registered Investment Advisory firm - (12/18/2025 Approved)

Nevada

Registered Investment Advisory firm - (10/20/2020 Approved)

Washington

Registered Investment Advisory firm - (1/9/2018 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

2212 Queen Anne Avenue North #931, Seattle, WA 98109

Mailing Address

2212 Queen Anne Avenue North #931, Seattle, WA 98109

Phone number

(206) 832-1520

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	116
AUM (Assets Under Management)	$ 85,337,478

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.

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Advisor Monitoring

Firm Stability Insights

Don F. Morgan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don F Morgan SR's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/23/1996

Series 63

Date: 2/23/1996

SIE

Date: 10/1/2018

Series 7

Date: 2/3/1996

Series 24

Date: 4/12/2010

Current Firm

COLMINA, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COLMINA, LLC

TRUST BUT VERIFY

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