Morris Wayne Shank

Employer firm

Ifg Advisory, LLC CRD 168012

$4.76B regulatory AUM 298 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 01/2007 → Present
  Integrated Financial Group
  Atlanta, GA
• 08/2011 → Present
  Lpl Financial Llc
  Clayton, MO
• 08/2017 → Present
  Ifg Advisory, Llc
  Clayton, MO

Previous Registrations

• 2006-11-10 → 2011-08-09
  Securities America Advisors, Inc.
  St Louis, MO
• 2003-09-24 → 2006-11-10
  New England Securities
  St. Louis, MO
  St Louis, MO
• 1995-10-31 → 2003-09-22
  Veravest Investment Advisors, Inc.
  Creve Coeur, MO

Other Businesses

1) 06/02/2011: INTERGRATED FINANCIAL GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 2) 06/30/2011: COMMONWEALTH LIFE AND ANNUITY CO - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - OTHER-VA TRAILS. 3) 08/10/2012: BROKERAGE UNLIMITED, INC. - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 10% OF TIME SPENT - FIXED INSURANCE BROKERAGE 4) 12/19/2013: DISABILITY INSURANCE SERVICE - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - AGENT / PRODUCER FOR INS TYPE: DISABILITY 5) 12/19/2013: MASS MUTUAL INSURANCE CO - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - AGENT / PRODUSER FOR INS TYPES: LIFE 6) 04/22/2014: MORRIS SHANK WEALTH MANAGEMENT - NON-VARIABLE INSURANCE DBA - 100% OF TIME SPENT - INS TYPES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES 7) 04/29/2015: THE NATIONAL BENEFIT CORPORATION - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - START 05/01/2015 - 10 HR/MO ALL DURING SECS TRDG HRS - INS TYPES: LIFE, LONG-TERM CARE 8) 7/27/2017 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/14/2017 - 160 Hours Per Month During Securities Trading. 9) 8/16/2017 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 08/14/2017 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 07/2017. I expect to spend approximately 160 on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 10) 11/5/2020 - MWS Financial, LLC - DBA: Morris Shank Wealth Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 04/22/2014 - 4 Hours Per Month During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-07
• S63 Uniform Securities Agent State Law Examination
  1992-10-26