Joel Morrison
Joel Morrison is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 15 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10955 LOWELL AVE STE 900, 910, 920, 100, and 200, Overland Park, KS, 66210
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
Joel is a registered representative at Prosperity Advisors, LLC, dedicating full-time hours to financial services. He also refers clients to a CPA through Prosperity Tax Center, LLC, owns Archer Financial Consulting, LLC for tax purposes, and sells fixed insurance products, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.