Stephan Morris
Professional summary
Stephan Morris, CFP®, who also goes by Stephan E M Morris, Stephan Erich Morris, Steven Morris, Steve Morris, is a registered financial advisor currently at TRIHELIX WEALTH COLLECTIVE located in Portland, Oregon.
Stephan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Stephan has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephan Morris's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
September 18, 2025 - Present
TRIHELIX WEALTH COLLECTIVE
October 19, 2016 - September 23, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/18/2025)
(9/22/2025)
Exams
Series 7TO
Date: 7/4/2023
General Securities Representative ExaminationCurrent Firm
TRIHELIX WEALTH COLLECTIVE
CRD#: 337883 / SEC#:
Contact information
Red Flags
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