Todd Joseph Morris

Current Employers

Employment History

• 08/2005 → Present
  Morris Financial Services
  St. Paul Park, MN
• 06/2016 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 02/2012 → Present
  Todd Morris
  Grove, MN
• 04/2012 → 04/2018
  Avries College Bound Candies
  Cottage Grove, MN
• 01/2016 → 01/2018
  Machtig & Associates Insurance Services Llc
  Bloomington, MN
• 02/2012 → Present
  Tax Prep Services
  Cottage Grove, MN
• 09/2018 → 07/2021
  Todd Morris - Schedule C Income - Land Flipping
  Bloomington, MN
• 12/2017 → Present
  The Capital Advisory Group, Llc
  Bloomington, MN
• 01/2016 → Present
  The Capital Advisory Group Advisory Services, Llc
  Bloomington, MN

Previous Registrations

• 2016-01-04 → 2026-01-06
  The Capital Advisory Group Advisory Services, Llc
  Phoenix, AZ
• 2006-08-23 → 2016-07-25
  Investors Capital Corp.
  Lynnfield, MA
  Tustin, CA
  Cottage Grove, MN
  Lynnfield, MA
  Lynnfield, MA
  St. Paul Park, MN
  Lynnfield, MA
  Tulsa, OK
  Lynnfield, MA

Other Businesses

1.) THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC - INVESTMENT ADVISOR REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - BLOOMINGTON, MN - SINCE 01/2016 - INVESTMENT RELATED 2.) TAX PREP SERVICES - TAX PREPARATION ASSISTANT - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - COTTAGE GROVE, MN - SINCE 02/2012 - NOT INVESTMENT RELATED 3.) MORRIS FINANCIAL SERVICES - PRESIDENT - S CORP - BLOOMINGTON, MN - SINCE 07/2005 - NOT INVESTMENT RELATED 4.) THE CAPITAL ADVISORY GROUP, LLC - 16.67% CO-OWNER WITH BRETT MACHTIG AND ROGER ANDERSON AND USE THE TITLE FINANICAL ADVISOR AND MANAGING PARTNER - LLC - BLOOMINGTON, MN - SINCE 12/2017 - NOT INVESTMENT RELATED 5) - Innovative Planning Group - Investment Related, IAR, 160hrs/mnth, Woodbury MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-22
• S63 Uniform Securities Agent State Law Examination
  2000-08-23