Lauren E. Morris

RETIREMENT PLAN ADVISORS LTD

Cincinnati, OH 45242

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CRD#: 5969273

Professional summary

Lauren Elizabeth Morris, who also goes by Lauren E Morris, Lauren Elizabeth Olmsted, is a registered financial advisor currently at RETIREMENT PLAN ADVISORS LTD located in Cincinnati, Ohio.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Lauren has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren E Morris | Lauren Elizabeth Olmsted

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.

REGISTERED BUSINESS IN OHIO TO PROVIDE PART-TIME ADMINISTRATIVE SUPPORT. NO COMMISSIONS ARE RECEIVED BY THIS BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Elizabeth Morris'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®

None

Experience

Current

March 31, 2014 - Present

RETIREMENT PLAN ADVISORS LTD

Office #1: 9467 Montgomery Road, Cincinnati, OH 45242

RIA

CRD#: 158882

Cincinnati, OH

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
(3/31/2014)

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 65

Date: 8/7/2012

Uniform Investment Adviser Law Examination

Current Firm

RETIREMENT PLAN ADVISORS LTD

RETIREMENT PLAN ADVISORS LLC | RETIREMENT PLAN ADVISORS LTD

CRD#: 158882 / SEC#:

Kentucky

Registered Investment Advisory firm - (6/3/2014 Approved)

Ohio

Registered Investment Advisory firm - (9/7/2011 Approved)

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Contact information

Main Address

9467 Montgomery Road, Cincinnati, OH 45242

Mailing Address

Phone number

(513) 834-9383

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	154
AUM (Assets Under Management)	$ 40,446,991

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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Lauren E. Morris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Elizabeth Morris's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT PLAN ADVISORS LTD

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2012

Current Firm

RETIREMENT PLAN ADVISORS LTD

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREMENT PLAN ADVISORS LTD

TRUST BUT VERIFY

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