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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Morris is a financial advisor with Creative Planning, a firm based in Overland Park, KS. Douglas has been a registered financial advisor since 1996. Douglas has experience in various financial services sectors, including financial planning, pension consulting, and portfolio management. Douglas is also a registered investment advisor in Florida, Illinois, and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
12/20/2021 - Present
Creative Planning (OVERLAND PARK KS)
IL
06/13/2008 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (CHICAGO IL)
AZ
03/05/2008 - 06/16/2008
AIG FINANCIAL ADVISORS, INC. (PHOENIX AZ)
IL
10/23/1998 - 02/11/2008
DIVERSIFIED INVESTORS SECURITIES CORP. (CHICAGO IL)
MA
09/10/1996 - 08/11/1998
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
CO
12/22/1987 - 03/25/1992
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
IA
Issued 02/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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