Morgan K. Ranstrom
TRAILHEAD PLANNERS
Edina, MN 55439
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CRD#: 4674255
Professional summary
Morgan Kent Ranstrom, CFP®, who also goes by Morgan K Ranstrom, is a registered financial advisor currently at TRAILHEAD PLANNERS, LLC located in Edina, Minnesota.
Morgan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Morgan has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Biography
Morgan is a CFA® charterholder and a Certified Financial Planner™ professional. He has released two studio albums of his own music (available on Spotify and iTunes) and is the author of "Money with Purpose: Receive the Dividends of an Undivided Financial Life" which was published by Wisdom Editions in 2019. Morgan loves to travel and has worked, studied in, or traveled through most of the countries in Central and South America. Morgan, his wife, Naomi, and their two kids, Alba and Hugo, love living in Minneapolis, MN and they can often be found paddle boarding on Lake Nokomis, taking day trips up to the North Shore, or cycling around one of our many beautiful Minneapolis lakes.
“All to say, who you are, what you are about, your goals, purpose, fulfillment… these are what matter, and they help us create the signposts of our financial life. Money is not an end in and of itself, nor is it a beginning. It’s a means to an end, an entity we can use to transfer value, fulfill our needs, live our values, and move further into a life of purpose.” ~ from Money with Purpose.
Question & Answer
What are your service offerings?
Tax Planning
Social Security Planning
Retirement Planning
Socially Responsible Investing
Employee and Employer Plan Ben...
Investment Planning
Comprehensive Financial Planni...
Retirement Income Management
Do you have an area of expertise or specialization?
Baby Boomers
Charitable Giving
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Socially Responsible Investmen...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Morgan K Ranstrom
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.
MUSICIAN, NON-INVESTMENT RELATED, 04/2011-PRESENT, PLAY MUSIC AND SELL CDS. WRITER, PUBLISHED A BOOK IN 2019. LANDLORD - RENTS HIS HOME'S BASEMENT APARTMENT ON AIRBNB AND OTHER SHORT-TERM RENTAL WEBSITES. ABOVE ACTIVITIES TOTAL 10 HOURS/MONTH OUTSIDE OF TRADING HOURS. Stone Arch Rivals, No, Band, Band Member, Principal, 08/2024, 10 hours per month, 0 hours per month during securities trading hours, Write songs, perform, practice, promote band's music and content, help manage band income and expenses and financial health.
CRS (Client Relationship Summary) - RIA
Click below to view Morgan Kent Ranstrom'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®
CFP®
Start date: 2018
Experience
Current
October 26, 2016 - Present
TRAILHEAD PLANNERS, LLC
Office #1: 5151 Edina Industrial Blvd Suite 450, Edina, MN 55439RIA
CRD#: 284610
Edina, MN
Past
May 27, 2014 - July 8, 2017
WEALTH FORWARD, LLC
RIA
CRD#: 159467
FARGO, ND
Past
January 13, 2009 - December 31, 2012
HARBOUR INVESTMENTS, INC.
BD
CRD#: 19258
FARGO, ND
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".
TRAILHEAD PLANNERS, LLC
TRAILHEAD PLANNERS, INC. | TRAILHEAD PLANNERS, LLC
CRD#: 284610 / SEC#: 801-129254
RIA
Registered Investment Advisory firm - (1/2/2024 Approved)California
Registered Investment Advisory firm - (2/18/2024 Terminated)Minnesota
Registered Investment Advisory firm - (1/19/2024 Terminated)Oregon
Registered Investment Advisory firm - (1/29/2024 Terminated)Texas
Registered Investment Advisory firm - (1/19/2024 Terminated)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
California(6/10/2022)
IAR
Minnesota(2/3/2017)
IAR
Oregon(10/26/2016)
IAR
Texas(6/2/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
TRAILHEAD PLANNERS, LLC
TRAILHEAD PLANNERS, INC. | TRAILHEAD PLANNERS, LLC
CRD#: 284610 / SEC#: 801-129254
RIA
Registered Investment Advisory firm - (1/2/2024 Approved)California
Registered Investment Advisory firm - (2/18/2024 Terminated)Minnesota
Registered Investment Advisory firm - (1/19/2024 Terminated)Oregon
Registered Investment Advisory firm - (1/29/2024 Terminated)Texas
Registered Investment Advisory firm - (1/19/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Portland, OR
Mailing Address
Po Box 14008, Portland, OR 97293
Phone number
(503) 773-9682
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 526 |
| AUM (Assets Under Management) | $ 149,447,200 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
