Kaley Atkins Morgan

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 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

• 06/2022 → 01/2023
  Unemployed
  New Braunfels, TX
• 08/2017 → 12/2020
  Student
  College Station, TX
• 01/2021 → 05/2022
  Part-Time Student
  College Station, TX
• 08/2012 → 08/2017
  Student
  San Antonio, TX
• 01/2023 → Present
  Parkland Securities, Llc
  Ann Arbor, MI
• 01/2023 → Present
  Spc
  Ann Arbor, MI

Other Businesses

1. Provide holistic retirement and financial services including life insurance and fixed products through various insurance companies. Start date: 12/26/23, approx. 120 hrs/mo. INV REL: Y 2. DBA - Fortified Family Finance, Inc., San Antonio, TX. Name used for my financial services practice through Parkland Securities, LLC and SPC. Start date:8/19/26, approx. 100 hrs/mo, 60% during mkt hrs. INV REL: Y

Exams

• S66 Uniform Combined State Law Examination
  2023-01-23

Other Names

• Kaley Smith