Katherine Jean Morris
Investment adviser representative at Planmember Securities Corporation
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Planmember Securities CorporationOct 2013 to now
- Veritrust Wealth ManagementOct 2013 to now
- Ms Business ServicesNov 2008 to now
- Self EmployedOct 2003 to now
- Oswego Police Pension BoardMay 2010 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (IL).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 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
- 4705449
- Firm CRD
- 11869