Katherine Morris
Katherine Morris is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Naperville, IL, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
400 E. Diehl Road, Suite 250, Naperville, IL, 60563
Get directionsHistory
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
Katherine is a representative at Vertirust Wealth Management, focusing on financial and insurance sales. She is also self-employed in financial/insurance sales and services, dedicating minimal time, and a general partner at MS Business Services, providing administrative office services, also dedicating minimal time.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Veritrust Financial, LLC
Veritrust Financial, LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations16 states
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