linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Morgan Wayne Shank

IFG Advisory, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Morgan? Claim Your Profile

About Morgan Wayne Shank

Morgan Shank is a financial advisor with IFG Advisory, LLC. Morgan has been in the financial industry since 2023 and has a Series 66, Series 7TO, and SIE license. Morgan specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Morgan is also a notary and a partner with the St. Louis ATA Black Belt Academy LLC, Impact Martial Arts Systems LLC, Impact Martial Arts Eureka LLC, and Impact Integration LP.

Firm Information

Morgan Shank is currently registered with IFG Advisory, LLC. IFG Advisory, LLC is an investment advisory firm headquartered in Atlanta, Georgia with 87 investment advisor representatives, 75 investment advisory functions, and 79 registered representatives. They manage approximately $3.25 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Their advisory services include financial planning, pension consulting, educational seminars, and selection of other advisors. They also offer portfolio management services for individuals and participate in wrap fee programs.
IFG Advisory, LLC

200 ASHFORD CENTER NORTH

ATLANTA, GA 30338

$3.25B

Assets Under Management

117

Total Clients

83

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Morgan Shank’s Registration & Firm History

MO

04/16/2024 - Present

IFG Advisory, LLC (Meramec MO)

Not sure if Morgan Wayne Shank is right for you?

Licenses & Designations

BOTH

Issued 03/11/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/16/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/06/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Morgan Wayne Shank.
Not sure if Morgan Wayne Shank is right for you?