Todd Morris is a ChFC-designated registered investment advisor, based in Omaha, NE, with 50 years of industry experience.
Location
7216 Graceland Drive, Omaha, NE, 68134
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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
Todd is an independent insurance agent for various independent insurance agencies, dedicating about 10-20% of his time to this. He is also a managing member of Midwest Capital LLC, which owns and rents commercial real estate, and an advisory representative of a RIA, spending a few hours per week on this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Teckmeyer Financial Services, L.L.C.
Teckmeyer Financial Services, L.L.C.Broker
Gwr Investments, INC.Broker
Investors First Securities, LTD.Broker
Equity Brokerage Services, INC.Broker
State Bond Sales CorporationBroker
Nwnl Management CorporationBroker
State Registrations9 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.