Morgan Robert Janssen
Professional Summary
Morgan Robert Janssen, who also goes by Morgan Robert Janssen, Morgan Janssen, is a registered financial advisor currently at JANSSEN PARTNERS, INC. located in Fairfield, Iowa. Morgan is registered as a RR (Registered Representative) and started their career in finance in 2014. Morgan has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Morgan Robert Janssen, Morgan Janssen
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
SIMPLICITY WEALTH
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
SIMPLICITY WEALTH
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
SIMPLICITY WEALTH
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
SIMPLICITY WEALTH
Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
SIMPLICITY WEALTH
Current Firm
JANSSEN INVESTMENTS, INC. | JANSSEN PARTNERS, INC.
Contact Information
Main Address
1010 North B Street, Fairfield, IA 52556Mailing Address
1010 North B Street, Fairfield, IA 52556Phone Number
(641) 451-9063Established
Delaware since 08/29/1997Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (7 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
SIMPLICITY WEALTH
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
SIMPLICITY WEALTH
State Registrations and Notice Filings
(7/18/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
SIMPLICITY WEALTH
CRS (Client Relationship Summary) - BD
Click below to view Morgan Robert Janssen's CRS (Customer Relationship Summary).
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
SIMPLICITY WEALTH