Craig Patrick Morgan
CFP®Professional Summary
Craig Patrick Morgan, CFP® is a registered financial advisor currently at COLMINA, LLC located in Colorado Springs, Colorado. Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Craig has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 2 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Financial Planning
- Investment Management
- Retirement Planning
- Estate & Legacy Planning
- Risk Management & Insurance
- Cashflow & Budgeting
- Social Security & Medicare Planning
Specializations
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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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Credentials
Years of Experience
37 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
COLMINA, LLC | RENAISSANCE WEALTH DESIGN | INNOVATIVE ADVISER SOLUTIONS, LLC | FINANCIAL FITNESS WEALTH MANAGEMENT | DIAZO WEALTH GROUP
Contact Information
Main Address
2212 Queen Anne Avenue North #931, Seattle, WA 98109Mailing Address
2212 Queen Anne Avenue North #931, Seattle, WA 98109Phone Number
(206) 832-1520# of Employees
9Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
231AUM (Assets Under Management)
$140,275,476Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/2/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1991About the Series 6 examSeries 2 — Non-Member General Securities Examination
Passed Mar 1989Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Craig Patrick Morgan's CRS (Customer Relationship Summary).
Services Offered by Craig
- Business Services
- Financial Planning
- Investment Management
- Retirement Planning
- Estate & Legacy Planning
- Risk Management & Insurance
- Cashflow & Budgeting
- Social Security & Medicare Planning
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