Todd Morris,
Financial Advisor
About Todd
With over 25 years of experience in the financial services industry, Todd has dedicated his entire professional life to helping his clients achieve their financial goals through education, tax planning, and creative investment strategies. Todd earned his degree in Entrepreneurial Studies from the University of New Mexico and holds his Series 65 license through Great Valley Advisor Group. As a fiduciary, Todd is legally bound to always act in the best interests of his clients, offering unbiased advice and strategies tailored to their unique needs.
When not busy with work, Todd can often be found on his houseboat, navigating the serene waters of Rainy Lake with his wife and their daughter. Balancing his love for hunting, fishing, and running with friends, Todd has built a life rich in adventure and camaraderie amid the beauty of the outdoors.
Office Location
710 Commerce Dr, Suite 150, Woodbury, MN 55125
Phone Number
(651)350-7448
Email Address:
tmorris@innovativeplanning.com
