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Joshua David Morris

Joshua D. Morris

IDEAL FINANCIAL PLANNING
OKLAHOMA CITY, OK 73127
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CRD#: 6603668
Joshua David Morris

Professional summary

Joshua David Morris, CFP® is a registered financial advisor currently at IDEAL FINANCIAL PLANNING located in Oklahoma City, Oklahoma.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Joshua has worked at 3 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 Joshua David 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®
CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

December 11, 2025 - Present

IDEAL FINANCIAL PLANNING

Office #1: 10401 W Reno Ave Suite 100, Oklahoma City, OK 73127
RIA
CRD#: 339608
OKLAHOMA CITY, OK
Past

November 4, 2024 - August 4, 2025

RANGE ADVISORY, LLC

RIA
CRD#: 321969
Mustang, OK
Past

January 16, 2016 - October 25, 2024

STRATEGIC FINANCIAL PLANNING, INC.

RIA
CRD#: 118450
MUSTANG, OK

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
Oklahoma
(1/20/2026)
IAR
Texas
(12/11/2025)

Exams

Current Firm

IF
IDEAL FINANCIAL PLANNING
IDEAL FINANCIAL PLANNING | IDEAL FINANCIAL PLANNING, LLC

CRD#: 339608 / SEC#:

Oklahoma
Registered Investment Advisory firm - (1/20/2026 Approved)
Texas
Registered Investment Advisory firm - (11/21/2025 Conditional Restricted)
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Contact information

Main Address
10401 W Reno Ave Suite 100, Oklahoma City, OK 73127
Mailing Address
Phone number
(405) 646-0050
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

IDEAL FINANCIAL PLANNING

CRD#: 339608Oklahoma City, OK 73127

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