Brian D. Morgan

LANDING POINT FINANCIAL GROUP

Elyria, OH 44035

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CRD#: 4522615

Professional summary

Brian Derek Morgan is a registered financial advisor currently at LANDING POINT FINANCIAL GROUP located in Elyria, Ohio.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brian has worked at 2 firms .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Derek 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

July 28, 2025 - Present

LANDING POINT FINANCIAL GROUP

Office #1: 258 Abbe Rd N, Elyria, OH 44035

RIA

CRD#: 312978

Elyria, OH

Past

May 26, 2000 - October 8, 2025

APEX WEALTH MANAGEMENT, LLC

RIA

CRD#: 119812

ELYRIA, OH

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".

LANDING POINT FINANCIAL GROUP

DCS INVESTMENT ADVISORY SERVICES, LLC | LPFG, LLC | LANDING POINT FINANCIAL GROUP, LLC | LANDING POINT FINANCIAL GROUP

CRD#: 312978 / SEC#: 801-121247

RIA

Registered Investment Advisory firm - (5/19/2021 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

Ohio
(7/28/2025)

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

Current Firm

LANDING POINT FINANCIAL GROUP

DCS INVESTMENT ADVISORY SERVICES, LLC | LPFG, LLC | LANDING POINT FINANCIAL GROUP, LLC | LANDING POINT FINANCIAL GROUP

CRD#: 312978 / SEC#: 801-121247

RIA

Registered Investment Advisory firm - (5/19/2021 Approved)

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Contact information

Main Address

36901 American Way Suite 7, Avon, OH 44011

Mailing Address

Phone number

(440) 365-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LANDING POINT FINANCIAL GROUP PART 2A FIRM BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	1,322
AUM (Assets Under Management)	$ 263,486,257

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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Brian D. Morgan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Derek Morgan's CRS (Customer Relationship Summary).

Certified licenses

Experience

LANDING POINT FINANCIAL GROUP

APEX WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

LANDING POINT FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Current Firm

LANDING POINT FINANCIAL GROUP

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LANDING POINT FINANCIAL GROUP

TRUST BUT VERIFY

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