Robert R. Morrison
CROSS FINANCIAL ADVISORS | Financial Advisor - Rock Creek Wealth Management
Beaverton, OR 97006
CRD#: 5419627
Professional summary
Robert Randall Morrison, who also goes by Bob Morrison, is a registered financial advisor currently at CROSS FINANCIAL ADVISORS located in Beaverton, Oregon and ROCK CREEK WEALTH MANAGEMENT located in Hillsboro, Oregon.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Robert has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Core Areas of Focus
Blended Families
Budgeting
Cash Flow Analysis
College Planning
Customized Portfolios
Emergency Funds Management
Estate Planning
Executive Compensation (ISO
RSU
Stock Options)
ESG (Environmental Social Governance)
FIRE (Financial Independence Retire Early)
High Net Worth Planning
Investment Management
Philanthropic and Non-Profit
Retirement Planning
Risk Management and Insurance Planning
Small Business Planning
Special Needs Families
Trust and Estate Planning
Tax Planning and Preparation
Biography
Bob has been helping clients with their financial needs since 2008. Prior to founding Rock Creek Wealth Management, Bob spent time focused on investment management as an advisor at Edward Jones Investments, and later on insurance planning as an advisor with the Penn Mutual Life Insurance Company. With this prior experience, Bob started Rock Creek Wealth Management focused on a singular goal, to create a truly independent client-focused comprehensive financial planning firm, free from proprietary financial products or investment banking activities.
Bob’s favorite part of the financial planning process is helping a client transition from working into retirement. His goal is to build lifelong relationships so he can be there to witness these steps throughout a client’s life, and then continue that relationship onto the next generation.
Bob graduated from Central Washington University with a Bachelor of Science degree in Business Administration, and minors in Economics and Psychology. While at school, he served as president of the Kappa Xi chapter of the Alpha Kappa Psi business fraternity, and is a member of the Phi Theta Kappa honor society.
Question & Answer
What are your service offerings?
Financial Planning,
Individual Insurance (Life, He...
Investment Management,
Retirement Planning,
Tax Planning
How do you get paid?
Percentage of AUM,
Commission,
Fixed Fee
Are you a "fiduciary"?
Yes
Aliases
Bob Morrison
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.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Randall Morrison'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®
NoneExperience
Current
June 29, 2017 - Present
CROSS FINANCIAL ADVISORS
Office #1: 16100 Nw Cornell Road #240, Beaverton, OR 97006RIA
CRD#: 287686
Beaverton, OR
Current
February 18, 2026 - Present
ROCK CREEK WEALTH MANAGEMENT
Office #1: 1915 Ne Stucki Avenue Ste 308, Hillsboro, OR 97006RIA
CRD#: 336666
HILLSBORO, OR
Current
May 22, 2015 - Present
LPL FINANCIAL LLC
Office #1: 1915 Ne Stucki Ave Ste 308, Hillsboro, OR 97006Office #2: 16100 Nw Cornell Rd, Ste 240, Beaverton, OR 97006RIA
BD
CRD#: 6413
HILLSBORO, OR
Past
May 28, 2015 - December 21, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
May 21, 2015 - May 26, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
October 13, 2011 - May 7, 2015
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
LAKE OSWEGO, OR
Past
October 13, 2011 - May 7, 2015
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
LAKE OSWEGO, OR
Past
September 10, 2008 - September 1, 2011
EDWARD JONES
RIA
CRD#: 250
HILLSBORO, OR
Past
August 15, 2008 - September 1, 2011
EDWARD JONES
BD
CRD#: 250
HILLSBORO, OR
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".
CF
CROSS FINANCIAL ADVISORS
ABACUS WEALTH MANAGEMENT | ROCK CREEK WEALTH MANAGEMENT | RETZLAFF WEALTH MANAGEMENT | LYDA FINANCIAL | HOPE WEALTH PLANNING | GRACE INVESTORS | CROSS INLAND WEALTH MANAGEMENT | CROSS FINANCIAL ADVISORS, LLC | CROSS FINANCIAL ADVISORS | CLARK WEALTH MANAGEMENT
CRD#: 287686 / SEC#: 801-110589
RIA
Registered Investment Advisory firm - (6/22/2017 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/7/2015)
RR
California(7/11/2018)
RR
Florida(11/10/2020)
RR
Idaho(1/13/2016)
RR
Kentucky(9/14/2021)
RR
Maryland(11/25/2019)
RR
Massachusetts(2/15/2023)
RR
Montana(3/24/2021)
RR
Oregon(5/28/2015)
IAR
Oregon(6/29/2017)
IAR
Oregon(2/18/2026)
RR
Texas(12/19/2018)
RR
Utah(4/15/2016)
RR
Washington(5/22/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CROSS FINANCIAL ADVISORS
ABACUS WEALTH MANAGEMENT | ROCK CREEK WEALTH MANAGEMENT | RETZLAFF WEALTH MANAGEMENT | LYDA FINANCIAL | HOPE WEALTH PLANNING | GRACE INVESTORS | CROSS INLAND WEALTH MANAGEMENT | CROSS FINANCIAL ADVISORS, LLC | CROSS FINANCIAL ADVISORS | CLARK WEALTH MANAGEMENT
CRD#: 287686 / SEC#: 801-110589
RIA
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Contact information
Main Address
16100 Nw Cornell Road #240, Beaverton, OR 97006
Mailing Address
Phone number
(503) 430-0563
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,966 |
| AUM (Assets Under Management) | $ 418,897,353 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CROSS FINANCIAL ADVISORS
Financial Advisor - Rock Creek Wealth ManagementCRD#: 287686Beaverton, OR 97006TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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