Kurt Morgan is a registered investment advisor at Osaic Wealth, INC., based in Beaverton, OR, with 38 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
14631 SW Millikan Way, Suite 68, Beaverton, OR, 97003-2999
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kurt is an insurance general agent with TMG Wealth Advisors, Inc. and also serves as President/Registered Investment Advisor for the same firm, dedicating minimal time and full-time hours respectively. He is also a volunteer member of a non-profit housing advisory board, dedicating minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Tmg Wealth Advisors, INC.
Previous Registrations
Triad Advisors, INC.
Triad Advisors LLCBroker
Walnut Street Securities, INC.Broker
North American Management, INC.Broker
First American National Securities, INC.Broker
State Registrations7 states
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