Stephan Morris

TRIHELIX WEALTH COLLECTIVE

PORTLAND, OR

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CRD#: 6624983

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.

At a Glance

Always Fiduciary

Aliases

Stephan E M Morris | Stephan Erich Morris | Steven Morris | Steve Morris

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.

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS 2. TREASURER, BEACON VILLAGE PDX, 621 NE 76TH AVENUE, PORTLAND, , OREGON, 97213, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 2/1/2022, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, TREASURER 3. 50% OWNER, EASY EDDY LLC, 23834 E CHINQUEPIN DR, RHODODENDRON, , OREGON, 97049, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 7/1/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, RUN SHORT TERM RENTAL BUSINESS. MANAGE AIRBNB RESERVATIONS, SOME MAINTENANCE AND SUPPLY PROCUREMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephan 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: 2022

Experience

Current

September 18, 2025 - Present

TRIHELIX WEALTH COLLECTIVE

RIA

CRD#: 337883

PORTLAND, OR

Past

October 19, 2016 - September 23, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

PORTLAND, OR

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

California
(9/3/2026)

IAR

Oregon
(9/18/2025)

IAR

Wisconsin
(9/22/2025)

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

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 2/22/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 7/4/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Status Unavailable

Passed: 10/19/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRIHELIX WEALTH COLLECTIVE

TRIHELIX WEALTH COLLECTIVE | TRIHELIX WEALTH MANAGEMENT | TRIHELIX WEALTH COLLECTIVE. LLC | TRIHELIX WEALTH COLLECTIVE LLC

CRD#: 337883 / SEC#:

California

Registered Investment Advisory firm - (9/3/2026 Approved)

Oregon

Registered Investment Advisory firm - (9/18/2025 Approved)

Wisconsin

Registered Investment Advisory firm - (9/22/2025 Approved)

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Contact information

Main Address

Portland, OR

Mailing Address

Phone number

(607) 423-4632

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	293
AUM (Assets Under Management)	$ 25,033,380

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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Stephan Morris

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

TRIHELIX WEALTH COLLECTIVE

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Passed: 2/22/2017

Series 7TO

Passed: 7/4/2023

SIE

Passed: 10/1/2018

Series 6

Passed: 10/19/2016

Current Firm

TRIHELIX WEALTH COLLECTIVE

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRIHELIX WEALTH COLLECTIVE

TRUST BUT VERIFY

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