Joel Morrison, CFP®, CFS®

Financial Advisor/Partner at Prosperity Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Lees Summit, Missouri, United States, US

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Credentials

  • Certified Fund Specialist®
    Institute of Business & Finance
    Jul, 2012
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Apr, 2017
    - Nov, 2024

Experience

  • Prosperity Advisors
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Financial Advisor/Partner
      • May 2010 - Present

      AREAS OF FOCUS: -) LGBTQIA+ financial planning -) Retirement planning -) College planning -) Financial education AREAS OF FOCUS: -) LGBTQIA+ financial planning -) Retirement planning -) College planning -) Financial education

  • Shawnee Mission The Theatre In the Park
    • Kansas City Metropolitan Area
    • Rev. Shaw Moore in "Footloose"
      • Jul 2023 - Aug 2023

  • Shawnee Mission The Theatre In the Park
    • Kansas City Metropolitan Area
    • Chip Tolentino in "The 25th Annual Putnam County Spelling Bee"
      • Mar 2023 - Mar 2023

  • Heartland Men's Chorus
    • United States
    • Music
    • 1 - 100 Employee
    • Soloist
      • Jun 2022 - Jun 2022

  • Unity Church Of Overland Park
    • United States
    • Hospitality
    • 1 - 100 Employee
    • Soloist
      • Oct 2010 - Mar 2020

  • Sharp Women, LLC
    • Kansas City, Missouri Area
    • Christopher Peters in "Overture"
      • Jun 2018 - Aug 2019

      Overture is a brand new musical written by Krista Eyler about saving something beautiful! Overture is a brand new musical written by Krista Eyler about saving something beautiful!

  • Olathe Civic Theatre Association
    • Kansas City, Missouri Area
    • George in "Sunday in the Park With George"
      • Jan 2019 - Feb 2019

  • The White Theatre
    • Kansas City, Missouri Area
    • Captain Keller in "The Miracle Worker"
      • Feb 2018 - Mar 2018

  • Chestnut Fine Arts Ctr
    • United States
    • Entertainment Providers
    • Vocalist/Guitarist in "Blowin' In The Wind"
      • May 2017 - Jun 2017

  • Shawnee Mission The Theatre In the Park
    • Kansas City, Missouri Area
    • Pharaoh in "Joseph and the Amazing Technicolor Dreamcoat"
      • Jul 2016 - Jul 2016

  • Chestnut Fine Arts Ctr
    • United States
    • Entertainment Providers
    • Soloist in "The Golden Age of Musicals"
      • May 2016 - Jul 2016

  • Bank of America
    • United States
    • Banking
    • 700 & Above Employee
    • Home Service Specialist II
      • May 2009 - May 2010

  • Indymac Bank
    • Banking
    • 700 & Above Employee
    • Senior Loan Processor
      • Nov 2006 - May 2009

    • Loan Officer
      • Oct 2004 - Oct 2006

Education

  • Kansas State University
    B.M.E.
    1995 - 1999
  • Wichita Collegiate School
    1990 - 1994

Community

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