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Savannah Sue Warren

Morling Financial Advisors, LLC

Milton, WI

Fremont, CA

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Current Employers
Morling Financial Advisors, Llc

39355 California Street Suite 201A, Fremont, CA 94538-1447 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-03-25
CA RA APPROVED 2019-10-22
  • WI RA
    APPROVED
    Since 2025-03-25
  • CA RA
    APPROVED
    Since 2019-10-22

Branch Locations

Milton, WI • United States

39355 California Street Suite 201A, Fremont, CA 94538-1447 • 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
OrganizationCityStateFromTo
Morling Financial Advisors Llc Fremont CA 08/2019 Present
Dahl Consulting St. Paul MN 01/2019 07/2019
The Escape Game Bloomington MN 01/2018 07/2019
University Of Minnesota Minneapolis MN 08/2015 12/2018
Waytek Inc Chanhassen MN 05/2017 07/2017
University Of Minnesota Minneapolis MN 08/2016 12/2016
3M St. Paul MN 01/2019 07/2019
  • 08/2019 → Present
    Morling Financial Advisors Llc
    Fremont, CA
  • 01/2019 → 07/2019
    Dahl Consulting
    St. Paul, MN
  • 01/2018 → 07/2019
    The Escape Game
    Bloomington, MN
  • 08/2015 → 12/2018
    University Of Minnesota
    Minneapolis, MN
  • 05/2017 → 07/2017
    Waytek Inc
    Chanhassen, MN
  • 08/2016 → 12/2016
    University Of Minnesota
    Minneapolis, MN
  • 01/2019 → 07/2019
    3M
    St. Paul, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-22
  • S65 Uniform Investment Adviser Law Examination
    2019-10-22

View on SEC IAPD

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