Adam Charles Morton

Current Employers

Employment History

• 07/2024 → Present
  Osaic Wealth, Inc.
  Kirksville, MO
• 08/2013 → 05/2021
  Knob Noster R-Viii School District
  Knob Noster, MO
• 04/2017 → 04/2021
  City Of Knob Noster
  Knob Noster, MO
• 06/2020 → 07/2024
  Morton Financial Solutions Llc
  Kirksville, MO
• 06/2024 → 07/2024
  Osaic Wealth, Inc.
  Kirksville, MO

Other Businesses

1. PARISH FINANCE COUNCIL OF MARY IMMACULATE CATHOLIC CHURCH POSITION: Member of Parish Finance Council NATURE: Subordinate religious non-profit entity within the corporate structure of the Roman Catholic Diocese of Jefferson City, a 501(c)(3) religious organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2023 ADDRESS: 716 E Washington St, Kirksville MO 63501, United States DESCRIPTION: Alongside a group of layperson parishioners, all of us not being on parish accounts/subaccounts or making financial decisions for the parish:- Monitor parish bookkeeper's work (i.e., financial statements, accounts, etc.);- Assist with generating and monitoring parish's annual budget;- And serve as asounding board for parish priest, particularly when a potential/upcoming expenditure exceeds the priest's Diocese-mandateddiscretionaryspending limit (i.e., a transaction or series of related transactions greater than $5,000)Please note that the reporting of this OBA follows the 2023 start date as initial guidance suggested this is non-reportable, but follow-up guidance from Steve Finn and Chris Quarles prompted its reporting. 2. MORTON FINANCIAL SOLUTIONS LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/30/2024 ADDRESS: 405 E Northtown Rd, Kirksville MO 63501, United States DESCRIPTION: Provides administrative, operational, and client service support to Financial Advisor.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-07