Ewan Morkel

Employer firm

Fiduciary Organization, LLC CRD 325661

$14.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 05/2023
  Utah Valley University
  Orem, UT
• 10/2014 → 08/2019
  Secondary Education
  Spanish Fork, UT
• 04/2022 → Present
  Morkel Financial
  Mapleton, UT

Other Businesses

Morkel Financial It is not investment related 768 S 1600 W Ste A, Mapleton UT 84664 Tax Preparation and Planning Founder, Enrolled Agent, and Chief Tax Advisor Start date of 04/12/2022 Dedicate 0-240 Hours per month to this business Dedicate 0-6 hours during securities trading hours Responsible for preparing tax returns, engaging in client appointments, and business development.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-21