Morgan N. Marx, CFP®, ChFC®, CLTC®

Co-Founder & Managing Partner at Synergy Independent Financial Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US
Languages
  • English Native or bilingual proficiency

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Aug, 2017
    - Sep, 2024
  • Investment Adviser Representative
    FINRA (Financial Industry Regulatory Authority)
    Oct, 2015
    - Sep, 2024
  • Notary Public Commission
    State of Texas
    Mar, 2012
    - Sep, 2024
  • Certified in Long Term Care (CLTC)
    The CLTC Board of Standards, Inc
    Mar, 2020
    - Sep, 2024

Experience

Education

  • Kansas State University
    Bachelor of Science (B.S.), Family Studies and Human Services w/ Emphasis in Personal Financial Planning
    2004 - 2009
  • Kansas State University
    Minor, Business Administration
    2004 - 2009
  • Junction City High School
    2000 - 2004

Community

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