Kerrie Lynn Morris

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

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

• 04/2015 → 06/2019
  Foresters Financial Services
  Canonsburg, PA
• 02/2003 → 04/2017
  Bcac Academy Tkd
  Bentlyville, PA
• 07/2017 → 10/2017
  Bcac Academy Tkd
  Bentleyville, PA
• 12/2017 → 07/2024
  Transitions Health Care
  Washington, PA
• 06/2018 → Present
  Moke's Martial Arts
  Charleroi, PA
• 06/2019 → 07/2024
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2020 → 07/2024
  Cetera Investment Advisers Llc
  Canonsburg, PA
• 07/2024 → Present
  Osaic
  Canonsburg, PA

Previous Registrations

• 2020-08-10 → 2024-07-24
  Cetera Investment Advisers Llc
  Canonsburg, PA
  Finleyville, PA

Other Businesses

1) DEN LEADER FOR CUB SCOUT PACK 1542 IN FINLEYVILLE, 2/HRS/MO 2) LIGHT OF CHRIST FULL GOSPEL CHURCH, TREASURER, CHECKBOOK REQUIRES DUAL SIGNERS, 5HRS/WK 3) TAE KWON DO INSTRUCTOR AND MOKES MARTIAL ARTS; 8 HRS/WK 4) FINLEYVILLE BOY SCOUTS TROOP 1542 POS: Committee chair NATURE: this is a branch of the Boy scouts of America -ages 6-11 usually referred to as Cub Scouts INVEST RELATED: No NO. OF HRS.: 4 SEC. TRADING HRS.: 0 DATE: 09/01/23 ADDR: 3595 Washington Ave, Finleyville PA 15332 DESCR: I assist the Cub Master in keeping track of the forms for those attending camp, becoming new cubs and planning meetings for the boys. 5) LIGHT OF CHRIST FULL GOSPEL CHURCH POS: Secretary NATURE: Church INVEST RELATED: No NO. OF HRS.: 4 SEC. TRADING HRS.: 0 DATE: 07/23/24 ADDR: 106 Gibson Ave, Washington PA 15330 DESCR: I have been asked to function as secretary. I will take notes during the board meetings and type them up passing them along to Pastor. 6) MOKE'S MARTIAL ARTS POS: Senior Instructor NATURE: Martial Arts School focused on Tae Kwon Do INVEST RELATED: No NO. OF HRS.: 25 SEC. TRADING HRS.: 0 DATE: 03/01/18 ADDR: 301 Fallowfield avenue, Charleroi PA 15022 DESCR: My primary duty is the lead instructor for the 3-5-year-old class. I assist during the other classes of the evening. I am part of the panel for testing students, assist parents with any questions they may have regarding classes or upcoming tournaments, assist other instructors with any class needs. 7) TRIPOINT WEALTH ADVISORS POS: Insurance Agent NATURE: The business is an LLC INVEST RELATED: Yes NO. OF HRS.: 10 SEC. TRADING HRS.: 10 DATE: 07/23/24 ADDR: 2400 Ansys Dr., Canonsburg PA 15317 DESCR: I meet with clients and assist them in finding the best insurance coverage to meet their needs. 8. RINGGOLD WRESTLING BOOSTERS POS: Concession Stand Organizer NATURE: The Boosters help organize fund raisers for the wrestling team. I have been asked to oversee the concession stand during home matches and tournaments held at high school. INVEST RELATED: No NO. OF HRS.: 15 SEC. TRADING HRS.: 0 DATE: 10/30/24 ADDR: 1 Ram Dr., Monongahela PA 15063 DESCR: I open the concession stand before the junior varsity matches. I make sure that the items we have for sale are out, pizzas are ordered, nachos and cheese are out and that the drinks have been added to the cooler. I encourage parents to help and sign up for times in 30-minute increments. 9. LIGHT OF CHRIST FULL GOSPEL CHURCH POS: Secretary/treasurer NATURE: Church INVEST RELATED: No NO. OF HRS.: 4 SEC. TRADING HRS.: 0 DATE: 07/23/24 ADDR: 106 Gibson Ave, Washington PA 15330 DESCR: I have been asked to function as secretary. I will take notes during the board meetings and type them up passing them along to Pastor. as treasurer I assist in counting the tithes and offerings after church. There are always two of us present when counting. I seal the envelope with the tithes and offerings in the presence of the elder helping and then deposit them in the drop box at the bank. I have the ability to sign checks however two signatures are required to do this. 10. TRIPOINT WEALTH ADVISORS POS: financial advisor NATURE: The business is an LLC INVEST RELATED: Yes NO. OF HRS.: 160 SEC. TRADING HRS.: 160 DATE: 07/23/24 ADDR: 2400 Ansys Dr., Canonsburg PA 15317 DESCR: I am a financial advisor working through Tripointe Wealth who helps clients with Invests in the areas of individual accounts, retirement, college funding and other such financial matters. 11.KERRIE MORRIS INSURANCE PRODUCER POS: Insurance producer NATURE: Sole Proprietor INVEST RELATED: Yes NO. OF HRS.: 20 SEC. TRADING HRS.: 20 DATE: 10/01/10 ADDR: 2400 Ansys Dr., Canonsburg PA 15317 DESCR: sales and service of fixed insurance and annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-08
• S63 Uniform Securities Agent State Law Examination
  2010-10-19

Other Names

• Kerrie Lynn Valangevicia