Kelsey Leigh Morrison

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2026-03-03

WA RA
APPROVED

Since 2026-03-03

Branch Locations

Shoreline, WA • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Duncan & Haley Ltd	Seattle	WA	09/2003	03/2026
Creative Planning, Llc	Overland Park	KS	03/2026	Present

09/2003 → 03/2026

Duncan & Haley Ltd

Seattle, WA
03/2026 → Present

Creative Planning, Llc

Overland Park, KS

Previous Registrations

2024-03-01 → 2026-03-30

Duncan & Haley, Ltd.

Seattle, WA
2016-05-23 → 2023-12-31

Duncan & Haley, Ltd.

Seattle, WA
2007-06-11 → 2014-09-15

Duncan & Haley, Ltd.

Seattle, WA
2007-02-13 → 2014-07-07

Lpl Financial Llc

Seattle, WA

Other Businesses

Start 11/1/2006 - NON-VARIABLE INSURANCE DBA - DUNCAN & HALEY, LTD; SEATTLE, WA.; INDEPENDENT INSURANCE AGENCY SELLING FIXED INSURANCE PRODUCTS INCLUDING LIFE, DISABILITY AND LONG TERM CARE INSURANCE PRODUCTS. - TIME SPENT : 7 hours / month; 0 hours / month during securities trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-02-12

S66 Uniform Combined State Law Examination

2007-02-12

Other Names

Kelsey Leigh Morrison
Kelsey Leigh Morrison
Kelsey Leigh Blackham

View on SEC IAPD