Erik Morgan has been Managing Member of Retirement Financial Group since July 2022, is a control person of the firm and directly owns between 50% and 75% of it. Erik Morgan holds a Bachelor of Science in Mechanical Engineering from Lamar University.
Retirement Financial Group, LLC is a Beaumont, TX firm with $186M under management, 440 clients and 4 advisers across 2 offices, as of its June 2026 filing.
Erik Morgan is Founder and Financial Advisor of Retirement Financial Group, LLC. He co-founded the firm and has nearly a decade of financial services experience in wealth management and advisory services. He serves individuals and families, especially those nearing retirement.
Erik Morgan’s longest registration was 4 years at Ae Wealth Management, LLC (2018–2022). Before joining Retirement Financial Group in 2022, Erik Morgan was registered through Ae Wealth Management, LLC.
- – present · 3 yearsBeaumont, TX · Adviser representative · Firm CRD 322692
- Ae Wealth Management, LLC– · 4 yearsBeaumont, TX · Adviser representative · Firm CRD 282580
Investment adviser representative registrations
Erik Morgan is registered as an investment adviser representative in 2 states. Each was approved in October 2022.
- LouisianaSince 27 October 2022
- TexasSince 26 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 May 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Erik Otha Morgan
- CRD
- 6951804
- Firm
- Retirement Financial Group · CRD 322692
- Role
- Managing Member
- Office
- 1090 LONGFELLOW DR., Beaumont, TX 77706
- Registration
- Investment adviser registration
- In the industry since
- May 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rfgtex.com
Where does Erik Morgan work?
Erik Morgan has been Managing Member of Retirement Financial Group, LLC since July 2022, and is a control person of the firm.
Is Erik Morgan a financial advisor?
Yes. Erik Morgan has a current investment-adviser registration in Louisiana and Texas, through Retirement Financial Group since October 2022.
How many years of experience does Erik Morgan have?
Erik Morgan has 8 years in the financial industry, since May 2018, across 2 adviser firms.
What exams has Erik Morgan passed?
Erik Morgan passed the Series 65 in May 2018.
Where is Erik Morgan based?
Erik Morgan’s registered office is in Beaumont, TX.
Is Erik Morgan registered with FINRA?
No. Erik Morgan has no current broker registration.
How can I verify Erik Morgan’s record?
Search CRD 6951804 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erik Morgan’s full registration record.