Deann Lynn Morgan
Investment adviser representative at Mariner Wealth
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
26 years in the industry.
- Mariner WealthNov 2020 to now
- Mariner Wealth AdvisorsOct 2020 to now
- Mariner Wealth Advisors-ic, LLCOct 2020 to now
- Deann Morgan, Cpa, PcOct 2018 to now
- Mcnamee & Associates, Cpa, PcAug 2006 to Oct 2018
- Proequities, Inc.Aug 2000 to Sep 2020
- Honkamp Krueger Financial Services, Inc.Jan 2000 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mariner Wealth
Legal name: Mariner Wealth Advisors-ic, LLC
$0Assets managed
0Clients
66Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3221590
- Firm CRD
- 289886