Morgan Seidel

Current Employers

Employment History

• 04/2023 → 05/2024
  Agility Wealth Management Group
  Fond Du Lac, WI
• 03/2022 → 04/2023
  Cr Meyer & Sons Company
  Oshkosh, WI
• 06/2018 → 03/2022
  Rose Bertram, Llc
  Fond Du Lac, WI
• 06/2017 → 06/2018
  Aurora Healthcare
  Oshkosh, WI
• 10/2016 → 06/2017
  Alta Resources
  Neenah, WI
• 05/2016 → 10/2016
  Prairie Homes Assisted Living
  Menasha, WI
• 06/2023 → 01/2024
  Woodbury Financial Services Inc
  Fond Du Lac, WI
• 01/2024 → 05/2024
  Osaic Wealth, Inc.
  Fond Du Lac, WI
• 05/2024 → 08/2024
  Lpl Financial Llc
  Sheboygan Falls, WI
• 08/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2024 → Present
  Merit Financial Advisors
  Sheboygan Falls, WI

Previous Registrations

• 2024-01-19 → 2024-05-30
  Osaic Wealth, Inc.
  Fond Du Lac, WI
• 2023-10-09 → 2024-01-19
  Woodbury Financial Services, Inc.
  Fond Du Lac, WI

Other Businesses

1. Merit Financial Advisors. Investment Related. At Registered location. RIA. IAR. 7/15/2024. 160 hrs/month, 160 hrs during trading hrs. Admin. 2. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-04

Other Names

• Morgan Marie Seidel