AM
CFP
AM
CFP

Alexander Morrall

10 Years of Experience
Minnetonka, MN
BrokerSells Insurance

Alexander Morrall is a CFP-designated registered investment advisor, based in Minnetonka, MN, with 10 years of industry experience.

Location

10261 Yellow Circle Dr, Minnetonka, MN, 55330

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alexander is an agent/broker for Fortune Financial LLC and North Star Consultants & North Star Brokerage, and an owner of Twin Cities Wellness Collective. He dedicates minimal time to Fortune Financial LLC and a few hours per week to both North Star and Twin Cities Wellness Collective.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
July 2016 - August 2023 · 7 yrs 1 mo
Cri Securities, LLC
July 2016 - October 2021 · 5 yrs 3 mos
Securian Financial Services, INC.Broker
November 2015 - August 2023 · 7 yrs 9 mos
Cri Securities, LLCBroker
November 2015 - October 2021 · 5 yrs 11 mos
State Registrations19 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Alexander Morrall - Financial Advisor | TrueAdvisor