MS
Morgan W. Shank
IFG ADVISORY
Meramec, MO 63105
Some features on this profile are disabled
CRD#: 7674798
MS
Professional summary
Morgan Wayne Shank is a registered financial advisor currently at IFG ADVISORY, LLC located in Meramec, Missouri and LPL FINANCIAL LLC located in Clayton, Missouri.
Morgan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Morgan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
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.
1- 10/2023 / Morris Shank Wealth Management / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HRS MNTH /160 HRS DURING TRADING / START DATE 1/1/2023 2- 10/2023 / Integrated Financial Group / DBA for LPL Business (entity for LPL business) / 120 HRS MNTH / 24 HRS DURING TRAINING / START DATE 1/1/2023 3- 10/2023 / NOTARY / START DATE 1/1/2023 4- 10/2023 / ST Louis ATA Black Belt Academy LLC / Business Entity For Tax/Investment Purposes Only / NON INVSTMNT RLTD / 10 HRS MNTH / 10 HRS DURING TRADING / START DATE 4/1/2006 5- 10/2023 / Impact Martial Arts Systems LLC / Business Entity For Tax/Investment Purposes Only /NON INVSTMNT RLTD / 10 HRS MNTH / 2 HRS DURING TRADING / START DATE 10/1/2018 6- 10/2023 / Impact Martial Arts Eureka LLC / Business Entity For Tax/Investment Purposes Only / NON INVSTMNT RLTD / 10 HRS MNTH / 2 HRS DURING TRADING / START DATE 10/1/2018 7- 10/2023 / Impact Integration LP / Business Entity For Tax/Investment Purposes Only / NON INVSTMNT RLTD / 10 HRS MNTH / 2 HRS DURING TRADING / START DATE 10/1/2018 8- 10/2023 / Impact Integration General Partner / Business Entity For Tax/Investment Purposes Only / NON INVSTMNT RLTD / 10 HRS MNTH / 2 HRS DURING TRADING / START DATE 10/1/2018 9- 11/04/2023 - Impact Martial Arts Team LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Chesterfield, MO - Start Date 10/01/2018 - 10 Hours Per Month/ 2 Hours During Trading 10- 04/17/2024 - IFG Advisory, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 1/1/2023 - 120 Hours Per Month/ 24 Hours During Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 01/2023. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Morgan Wayne Shank'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®
NoneExperience
Current
April 16, 2024 - Present
IFG ADVISORY, LLC
Office #1: 135 N. Meramec Avenue Suite 400, Meramec, MO 63105RIA
CRD#: 168012
Meramec, MO
Current
November 16, 2023 - Present
LPL FINANCIAL LLC
Office #1: 135 N Meramec Ave, Suite 400, Clayton, MO 63105RIA
BD
CRD#: 6413
Clayton, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
IFG ADVISORY, LLC
ALETHEIA ADVISORY SERVICES, LLC | WHB WEALTH MANAGEMENT GROUP, LLC | WEALTHPOINT INVESTMENT MANAGEMENT | WEALTH HORIZON | THOMPSONBAKER FINANCIAL, LLC | THE BRAIN TRUST | THE ANCHOR FINANCIAL GROUP | TARRENT FINANCIAL ADVISORS | TARRANT FINANCIAL | STARK FINANCIAL | SQUIRE ASSET MANAGEMENT, LLC | SOVEREIGN INVESTMENT GROUP | SGL WEALTH MANAGEMENT | REBEKAH J FERO CFP LLC/FERO FINANCIAL | R.M. SMITH & ASSOCIATES | PINNACLE WEALTH MANAGEMENT, LLC | PATHWAYS FINANCIAL PARTNERS | PANOPTIC CAPITAL MANAGEMENT | OPEN ROAD FINANCIAL | OAK TREE FINANCIAL SERVICES | NORTH GEORGIA WEALTH MANAGEMENT GROUP | NIDA FINANCIAL GROUP, INC. | NICKELS WEALTH MANAGEMENT | NATCHEZ WEALTH MANAGEMENT | MORRIS SHANK WEALTH MANAGEMENT | MILESTONE INVESTMENT MANAGEMENT | MARATHON FINANCIAL STRATEGIES | MAGNOLIA FINANCIAL GROUP | MADISON FINANCIAL & ASSOCIATES | LINEA PRIVATE WEALTH MANAGEMENT | LEGACY CAPITAL ADVISORS, LLC | JOHNS CREEK WEALTH MANAGEMENT | JAEGER CAPITAL MANAGEMENT, LLC | IWM GROUP | INTEGRATED WEALTH MANAGEMENT GROUP | INTEGRATED FINANCIAL PARTNERS | INTEGRATED FINANCIAL GROUP | IFG ADVISORY, LLC | IFG ADVISORY | HIGHLANDS WEALTH GROUP | HIGHLAND TRUST PARTNERS | HEALY WEALTH MANAGEMENT | GUNTHER WEALTH MANAGEMENT | GARY ALPERT FINANCIAL STRATEGIES | FRANKLIN WATKINS FINANCIAL GROUP | FINANCIAL STRATEGIES GROUP, INC. | ENVISION WEALTH PARTNERS | DH CHRISTOPHER WEALTH MANAGEMENT | COLLINS WEALTH MANAGEMENT | CLOUD FAMILY WEALTH MANAGEMENT | CLEAR BLUE WEALTH | CAST AHEAD WEALTH MANGEMENT | CARVER CAPITAL | CAROLINA PLANNING CONSULTANTS, LLP | BRISARD WEALTH ADVISORY | BLUHAWK WEALTH MANAGEMENT, LLC | BALANCE WEALTH PARTNERS, LLC | ATLANTA RETIREMENT PARTNERS | APPALACHIAN WEALTH MANAGEMENT
CRD#: 168012 / SEC#: 801-80184
RIA
Registered Investment Advisory firm - (8/15/2014 Approved)Georgia
Registered Investment Advisory firm - (8/28/2014 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Missouri(3/12/2024)
IAR
Missouri(4/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/16/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IA
IFG ADVISORY, LLC
ALETHEIA ADVISORY SERVICES, LLC | WHB WEALTH MANAGEMENT GROUP, LLC | WEALTHPOINT INVESTMENT MANAGEMENT | WEALTH HORIZON | THOMPSONBAKER FINANCIAL, LLC | THE BRAIN TRUST | THE ANCHOR FINANCIAL GROUP | TARRENT FINANCIAL ADVISORS | TARRANT FINANCIAL | STARK FINANCIAL | SQUIRE ASSET MANAGEMENT, LLC | SOVEREIGN INVESTMENT GROUP | SGL WEALTH MANAGEMENT | REBEKAH J FERO CFP LLC/FERO FINANCIAL | R.M. SMITH & ASSOCIATES | PINNACLE WEALTH MANAGEMENT, LLC | PATHWAYS FINANCIAL PARTNERS | PANOPTIC CAPITAL MANAGEMENT | OPEN ROAD FINANCIAL | OAK TREE FINANCIAL SERVICES | NORTH GEORGIA WEALTH MANAGEMENT GROUP | NIDA FINANCIAL GROUP, INC. | NICKELS WEALTH MANAGEMENT | NATCHEZ WEALTH MANAGEMENT | MORRIS SHANK WEALTH MANAGEMENT | MILESTONE INVESTMENT MANAGEMENT | MARATHON FINANCIAL STRATEGIES | MAGNOLIA FINANCIAL GROUP | MADISON FINANCIAL & ASSOCIATES | LINEA PRIVATE WEALTH MANAGEMENT | LEGACY CAPITAL ADVISORS, LLC | JOHNS CREEK WEALTH MANAGEMENT | JAEGER CAPITAL MANAGEMENT, LLC | IWM GROUP | INTEGRATED WEALTH MANAGEMENT GROUP | INTEGRATED FINANCIAL PARTNERS | INTEGRATED FINANCIAL GROUP | IFG ADVISORY, LLC | IFG ADVISORY | HIGHLANDS WEALTH GROUP | HIGHLAND TRUST PARTNERS | HEALY WEALTH MANAGEMENT | GUNTHER WEALTH MANAGEMENT | GARY ALPERT FINANCIAL STRATEGIES | FRANKLIN WATKINS FINANCIAL GROUP | FINANCIAL STRATEGIES GROUP, INC. | ENVISION WEALTH PARTNERS | DH CHRISTOPHER WEALTH MANAGEMENT | COLLINS WEALTH MANAGEMENT | CLOUD FAMILY WEALTH MANAGEMENT | CLEAR BLUE WEALTH | CAST AHEAD WEALTH MANGEMENT | CARVER CAPITAL | CAROLINA PLANNING CONSULTANTS, LLP | BRISARD WEALTH ADVISORY | BLUHAWK WEALTH MANAGEMENT, LLC | BALANCE WEALTH PARTNERS, LLC | ATLANTA RETIREMENT PARTNERS | APPALACHIAN WEALTH MANAGEMENT
CRD#: 168012 / SEC#: 801-80184
RIA
Registered Investment Advisory firm - (8/15/2014 Approved)Georgia
Registered Investment Advisory firm - (8/28/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Ashford Center North Suite 400, Atlanta, GA 30338
Mailing Address
Phone number
(770) 353-6331
Established
Firm type
Fiscal year end
# of Employees
177
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,464 |
| AUM (Assets Under Management) | $ 3,972,449,338 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
IFG ADVISORY, LLC
CRD#: 168012Meramec, MO 63105TRUST BUT VERIFY
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