Kerry Ray Morris
Investment Adviser Representative at APO Financial Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kerry Ray Morris is an investment adviser representative with APO Financial Services, LLC in Franklin, TN, where they have been registered since 2026. They have worked in the securities industry since 2009 and have been registered with 3 firms, including Horter Investment Management, LLC and Redhawk Wealth Advisors, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Tennessee.
Registrations & licenses
- Investment adviser:
- Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Assurance Financial PartnersFeb 2008 – no end date reportedFranklin, TN
- Horter Investment Management, LLCJun 2014 – Dec 2019Cincinnati, OH
- Honor Shield, LLCAug 2019 – no end date reportedRichfield, WI
- APO Financial Services, LLCJan 2020 – Aug 2026Westminster, CO
- Optivise Advisory Services LLCAug 2026 – no end date reportedFranklin, TN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About APO Financial Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Westminster, CO
- SEC file number:
- 801-118090
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 1, 2026
View full firm profileOther advisors at APO Financial Services, LLC
3 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kerry Ray Morris has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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