Talk to sales Try for Free
Morgan N. Marx, CFP®, ChFC®, CLTC®

Morgan n. marx, cfp®, chfc®, cltc®

bookmark on deepenrich
location of Morgan N. Marx, CFP®, ChFC®, CLTC®United States
Phone number of Morgan N. Marx, CFP®, ChFC®, CLTC®View Mobile No.

  • Timeline

  • About me

    Co-Founder & Managing Partner at Synergy Independent Financial Solutions

  • Education

    • Junction city high school

      2000 - 2004

    • Kansas state university

      2004 - 2009
      Bachelor of science (b.s.) family studies and human services w/ emphasis in personal financial planning cfp board approved program

      Activities and Societies: Phi Eta Sigma, National Society of Collegiate Scholars, Junction City Young Professtionals, Manhattan Area Chamber of Commerce, NAIFA, Future Financial Planners, Junction City Nazarene Choir, Relay for Life Team Captain

    • Kansas state university

      2004 - 2009
      Minor business administration

  • Experience

    • Synergy independent financial solutions

      Jan 2009 - now
      Co-founder & managing partner

    • Synergy annuity marketing

      Feb 2010 - Aug 2018
      Business development & relationship manager

    • William joseph capital management llc

      Jan 2016 - now
      Investment advisor representative

  • Licenses & Certifications

    • Certified in long term care (cltc)

      The cltc board of standards, inc
      Mar 2020

    • Certified financial planner (cfp)

      Cfp board
      Aug 2017
      View certificate certificate

    • Notary public commission

      State of texas
      Mar 2012
      View certificate certificate

    • Investment adviser representative

      Finra (financial industry regulatory authority)
      Oct 2015
      View certificate certificate

  • Volunteer Experience

    • Fundraising Coordinator

      Issued by Basket Brigade Houston on Nov 2015
      Basket Brigade HoustonAssociated with Morgan N. Marx, CFP®, ChFC®, CLTC®

    • Host & Presenter

      Issued by Dementia Society of America® on Jun 2019
      Dementia Society of America®Associated with Morgan N. Marx, CFP®, ChFC®, CLTC®

    • Team Sponsor

      Issued by KATY National Little League on Aug 2016
      KATY National Little LeagueAssociated with Morgan N. Marx, CFP®, ChFC®, CLTC®

    • Team Sponsor

      Issued by Katy Youth Football on Aug 2017
      Katy Youth FootballAssociated with Morgan N. Marx, CFP®, ChFC®, CLTC®

    • BARC Mobile Adoption Volunteer

      Issued by Houston SPCA on Jun 2018
      Houston SPCAAssociated with Morgan N. Marx, CFP®, ChFC®, CLTC®