Kegan Lee Morris
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wells Fargo Bank, NAJul 2025 to now
- Wells Fargo Clearing Services, LLCJul 2025 to now
- World Equity Group, Inc.Jan 2024 to Jul 2025
- The Leaders Group IncJul 2023 to Jan 2024
- WealthvestMar 2023 to Jul 2025
- University of MontanaAug 2022 to Dec 2022
- Opportunity Bank of MontanaMay 2022 to Mar 2023
- University of MontanaAug 2021 to May 2022
- University of Montana Operations & Finance DeptMay 2021 to May 2022
- University of MontanaAug 2020 to May 2021
- Guru Lawn & LandscapeJun 2020 to Aug 2020
- Caras Nursery & LandscapeMay 2020 to Jun 2020
- University of MontanaAug 2019 to May 2020
- Splash MontanaJun 2019 to Aug 2019
- Sentinel High SchoolAug 2018 to Jun 2019
- Splash MontanaJun 2018 to Aug 2018
- Sentinel High SchoolAug 2017 to Jun 2018
- Puritan Community Cleaning ServicesJun 2017 to Aug 2017
- Sentinel High SchoolAug 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MT).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7790522
- Firm CRD
- 19616