William Nathan Morrison
Investment Adviser Representative at Merit Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Nathan Morrison is an investment adviser representative with Merit Financial Advisors in Sheboygan Falls, WI, where they have been registered since 2022. They have worked in the securities industry since 2018 and have been registered with 4 firms, including Cambridge Investment Research Advisors, Inc. and Rooted Planning Group. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Wisconsin.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Wisconsin
- Broker:
3 states and territories
Arizona, California, Wisconsin
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.
- University OF Wisconsin OshkoshSep 2008 – no end date reportedOshkosh, WI
- Rooted Planning GroupApr 2019 – Nov 2019Appleton, WI
- Carl M. Hennig, Inc.Sep 2017 – Nov 2018Oshkosh, WI
- Cambridge Investment Research, Inc.Sep 2020 – Aug 2022Fairfield, IA
- Cambridge Investment Research Advisors, Inc.Sep 2020 – Aug 2022Fairfield, IA
- Merit Financial AdvisorsAug 2022 – no end date reportedAlpharetta, GA
- PKS InvestmentsAug 2024 – no end date reportedAlbany, NY
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Merit Financial Advisors
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
- Other
- First $100,0001.50%
- $100,000 - $250,0001.25%
- Above $250,0001.00%
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
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 269
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Alpharetta, GA
- SEC file number:
- 801-67462
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Merit Financial Advisors
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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. William Nathan Morrison 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.
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