Renee D. Morgan

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Layfette, CO

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CRD#: 4182153

Professional summary

Renee Dubois Morgan, who also goes by Renee Jeanne Dubois, is a registered financial advisor currently at FIRST AFFIRMATIVE FINANCIAL NETWORK LLC located in Layfette, Colorado.

Renee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Renee has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Renee Jeanne Dubois

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.

BETTER WORLD INVESTMENT INC - YES - 1156 ODYSSEY COURT LAFAYETTE, CO 80026 - CONSULTING/INVESTING/FINANCIAL PLANNING - PRESIDENT - 05/01/2012 - 1 TO 2/ 1 HRS - WILL USE AS MY CONSULTING BUSINESS, ALL SECURITIES WILL BE RUN THROUGH Robasciotti & Associates, Inc. --

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renee Dubois Morgan'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

April 24, 2025 - Present

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

RIA

CRD#: 109036

Layfette, CO

Past

May 13, 2020 - October 22, 2025

ADASINA SOCIAL CAPITAL

RIA

CRD#: 151411

Lafayette, CO

Past

January 3, 2019 - January 13, 2020

IMPACT INVESTORS

RIA

CRD#: 289028

SAN DIEGO, CA

Past

June 3, 2016 - January 2, 2019

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

RIA

CRD#: 109036

South San Francisco, CA

Past

April 23, 2012 - December 31, 2016

BETTER WORLD INVESTMENTS, INC.

RIA

CRD#: 159896

LAFAYETTE, CO

Past

March 25, 2004 - June 6, 2016

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

LAFAYETTE, CO

Past

May 9, 2000 - June 6, 2016

NATIONAL PLANNING CORPORATION

CRD#: 29604

LAFAYETTE, CO

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".

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

CRD#: 109036 / SEC#: 801-56587

RIA

Registered Investment Advisory firm - (6/7/1999 Approved)

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

Colorado
(4/24/2025)

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 66

Date: 8/12/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/25/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/6/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/12/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/8/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

CRD#: 109036 / SEC#: 801-56587

RIA

Registered Investment Advisory firm - (6/7/1999 Approved)

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Contact information

Main Address

5475 Mark Dabling Boulevard Suite 320, Colorado Springs, CO 80918

Mailing Address

Phone number

(719) 478-7036

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - DISCLOSURE BROCHURE (6/2/2025)

FORM ADV PART 2A - OPS/ORION WRAP FEE BROCHURE (6/2/2025)

FORM ADV PART 2A - GOLDMAN SACHS WRAP FEE BROCHURE (6/2/2025)

FORM ADV PART 2A - DISCLOSURE BROCHURE SUMMARY OF MATERIAL CHANGES (6/2/2025)

FORM ADV PART 2A - APEX WRAP FEE SCHEDULE SUMMARY OF MATERIAL CHANGES (6/2/2025)

FORM ADV PART 2A - GOLDMAN SACHS WRAP FEE BROCHURE SUMMARY OF MATERIAL CHANGES (6/2/2025)

FORM ADV PART 2A - OPS/ORION WRAP FEE BROCHURE SUMMARY OF MATERIAL CHANGES (6/2/2025)

FORM ADV PART 2A - APEX WRAP FEE BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts	2,298
AUM (Assets Under Management)	$ 956,132,091

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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Renee D. Morgan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renee Dubois Morgan's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADASINA SOCIAL CAPITAL

IMPACT INVESTORS

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

BETTER WORLD INVESTMENTS, INC.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

Primary Firm SEC Registration

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/12/2003

Series 63

Date: 7/25/2000

SIE

Date: 6/6/2016

Series 7

Date: 10/12/2001

Series 6

Date: 5/8/2000

Current Firm

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

TRUST BUT VERIFY

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