David Morgan has decades of experience in the investment, retirement and estate planning industry advising individuals, professionals, and families in these matters. Able to work throughout the country with his team of advisers and professionals, he coordinates and insures a completely customized plan for all of your affairs: income planning, wealth management, financial, and tax planning.
Certified Estate Planner (CEP®), Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist), Certified Senior Advisor (CSA), Certified Financial Fiduciary (CFF), Registered Investment Advisor (RIA) firm, Member of both the Better Business Bureau, National Ethics Association, Paladin Member, B.A., Indiana University, Honors, Published: "Urban Land Use: Policy & Controls", Elder & active member of his church, avid sports and exercise enthusiast, Father, and married to a wonderful wife.
Strong advocate for the implementation and utilization of a multi-disciplinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs.
https://reap.seminarsoncall.com
The REAP Companies (Retirement & Estate Advisors & Professionals, LLC)
We at REAP, LLC. are proud to have helped many families and individuals over the years. Our
firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges.
REAP is a professional firm designed to assist families in protecting their assets and
maintaining their standard of living. The following is a partial list of services we provide:
Asset Protection and Preservation
Estate Tax Limitation or Reduction
Wealth and Estate Transfer Planning
Individual and Family Trust Planning
Planning for Disability or Incompetence
Capital Gains Tax Reduction
Reduction of Taxes on Social Security Benefits
Income Tax Reduction and Increasing Spendable Income
Seminars Specializing in Estate, Income, Financial & Tax
Advisory Issues
Many families can better organize their estate, income, financial and tax affairs when they
know about the many solutions that are available beyond what they are told by their
stockbrokers, accountants and attorneys.
General Information |
| Firm Start Year: | 2004 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | K070691 |
| Name of Broker/Dealer: | REAP in Wealth Management, LLC |
| Name of Custodial Firm: | TDAmeritrade, Schwab |
| States Licensed in: | Florida, Georgia, California, & Illinois |
| Number of Years with Current Firm: | 15 |
| Work Experience: | Full service estate planning, income modeling, and independent wealth advisory, and tax planning work. |
| Work with the following types of clients: | Investment Clubs, Businesses, Individual Investors |
Services |
| Investment Types: | Mutual Funds, Commodities, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Our Office, Your Home, Phone, Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Annuity, Long Term Care |
| Financial Organization Memberships: | Society of Financial Services Professionals, MSFS |
| Non-Financial Organization Memberships: | Certified Estate Planning network Certified Financial Fiduciary designation |
Firm Information |
| Firm's Number of Clients: | 400 |
| Firm's Number of Planning Clients: | 400 |
| Firm's Number of Managed Clients: | 250 |
| Assets Managed by Firm: | 28+MM |
| Advisor's Number of Clients: | 400 |
| Advisor's Number of Managed Clients: | 150 |
| Advisor's Number of Planning Clients: | 350 |
| Assets Managed by Advisor: | Same |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $25,000 |
| Fee % Based on Assets: | 1% |
Education |
| BA, Honors - Political Science & History | Indiana University
- Bloomington, IN 1974-1978 |
| Overseas Scholar - Economics, Social Sciences | Polytechnic of Central London (Westminster)
- London, England 1976-1977 |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1872282/wiseradvisor-r.e.a.p.,-llc-detailed-disclosure.html |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| Sat. | 9:00 AM - 1:00 PM |
| Any! |
Elder, Chair of Stewardship Committee
(05/15/2015)
Local Presbyterian Church.
Honors Thesis
(05/01/1976)
Urban Land Use: Policy & Controls, published, 1976
State Debate Champion
(02/09/1974)
State of Missouri, Ranked 12th in USA
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