Todd Morris
Todd Morris is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Omaha, NE, with 50 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B 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 | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
11314 Davenport Steet, Omaha, NE, 68154
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
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.
Exams
More Advisors
- Keith Deras, ChFCCambridge Investment Research Advisors, INC.
- Joseph John, ChFCCambridge Investment Research Advisors, INC.
- Rick Young, CFPCambridge Investment Research Advisors, INC.
- Cole Stichler, CFPCambridge Investment Research Advisors, INC.
- Rhonda Heineman, CFPCambridge Investment Research Advisors, INC.
- Jeanne Boisen-Baum, CFPCambridge Investment Research Advisors, INC.