Series 6, 7 & 63 Securities Registrations,1 Series 65 Advisory Registration,† Insurance License
Morgan’s goal is to generate income while keeping taxes to a minimum. Known as “The Retirement Income Specialist,” he focuses on making potentially confusing financial issues easy to understand. Using his extensive knowledge of investments, tax implications and the overall marketplace, he emphasizes overall portfolio diversification.
Morgan began his career in 1978 after graduating from Gustavus Adolphus College in St. Peter, Minn., with a bachelor’s degree in Economics and Business. Morgan spent time in the banking industry and corporate management as well as a familiar local financial planning firm before joining Wealth Enhancement Group in 1997. Morgan is a six-year winner (2015-2020) of the FIVE STAR Wealth Manager award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.²
The Schleif Financial Advisory team is located in our Arden Hills, MN office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019 or 2020 FIVE STAR Wealth Managers.