Randy James Morse

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/1996 → 03/2018
  Fidelity Brokerage Services, Inc.
  Irvine, CA
• 10/2002 → 03/2018
  Fidelity Personal Trust
  Irvine, CA
• 08/2018 → Present
  Creative Planning
  Overland Park, KS
• 03/2018 → 07/2018
  Unemployed
  Aliso Viejo, CA

Previous Registrations

• 1998-10-20 → 2018-03-21
  Strategic Advisers Llc
  Lone Tree, CO
  Irvine, CA
  Irvine, CA
  Mission Viejo, CA
  Irvine, CA
  Newport Beach, CA
• 2002-10-30 → 2007-03-28
  Fidelity Personal Trust Company, Fsb
  Boston, MA

Other Businesses

Rental Property, Aliso Viejo, CA - Investment Related. Position: Landlord. Start date: 08-20-2018. Approximately 1 hr. per month-none during trading hours. 2nd Rental Property, Mesa, AZ - Investment Related. Position: Landlord. Start date: 11-01-2020. Approximately 1 hr. per month-none during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-05
• S63 Uniform Securities Agent State Law Examination
  1993-08-13

Designations

• Certified Financial Planner