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Lauren Elizabeth Morris

Retirement Plan Advisors Ltd.

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About Lauren Elizabeth Morris

Lauren Elizabeth Morris is an investment advisor representative with Retirement Plan Advisors Ltd. located in Cincinnati, Ohio. Lauren Morris has been in the industry since January 2014. Lauren Morris holds a Series 65 license. Lauren Morris has a registered business in Ohio to provide part-time administrative support. Lauren Elizabeth Morris has no other business affiliations.

Firm Information

Lauren Morris is currently registered with Retirement Plan Advisors Ltd.. Retirement Plan Advisors Ltd. is a Registered Investment Advisor that manages $34,323,557 in regulatory assets under management for 151 accounts. The firm provides investment advisory services to high-net-worth individuals, and individuals other than high-net-worth. The firm also provides pension consulting, and selection of other advisors.

$34.32M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lauren Morris’s Registration & Firm History

OH

03/31/2014 - Present

Retirement Plan Advisors Ltd. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 08/07/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lauren Elizabeth Morris.
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