Michael Morrison has been Managing Partner/Member of Keudell Morrison Wealth Management since January 2021, is a control person of the firm and directly owns between 25% and 50% of it. Michael Morrison holds a B.A. in Biology from Whitman College.
Keudell Morrison Wealth Management, LLC is a Salem, OR firm with $922M under management, 816 clients and 6 advisers in one office, as of its July 2026 filing.
Michael Morrison is Senior Investment Advisor Representative and Managing Partner of Keudell Morrison Wealth Management, based in Salem, OR. He began his financial services career interning for his father at Shearson Lehman Brothers, where he posted trade books and performed bond portfolio analysis. He joined Smith Barney in 1996 and partnered with his father and Barbara Milligan. In 2012 the team left and formed Keudell/Morrison Wealth Management.
Michael Morrison’s longest registration is the current one, 8 years at Keudell Morrison Wealth Management since 2018. Before joining Keudell Morrison Wealth Management in 2018, Michael Morrison was registered through Wells Fargo Advisors Financial Network, LLC and Morgan Stanley Smith Barney LLC.
- – present · 8 yearsSalem, OR · Adviser representative · Firm CRD 292600
- Wells Fargo Advisors Financial Network, LLC– · 6 yearsSalem, OR · Adviser representative · Firm CRD 11025
- Morgan Stanley Smith Barney LLC– · 2 yearsSalem, OR · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 6 yearsSalem, OR · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Michael Morrison is registered as an investment adviser representative in 5 states. Each was approved in April 2018.
- CaliforniaSince 9 April 2018
- LouisianaSince 24 April 2018
- OregonSince 6 April 2018
- TexasSince 6 April 2018
- WashingtonSince 23 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 14 February 2013 |
| Series 31 | Futures Managed Funds Examination | 2 May 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 January 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 January 1997 |
| Series 7 | General Securities Representative Examination | 31 December 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Andrew Morrison
- CRD
- 2827037
- Firm
- Keudell Morrison Wealth Management · CRD 292600
- Role
- Managing Partner/Member
- Office
- 235 FRONT ST. SE, SUITE 300, Salem, OR 97301
- Registration
- Investment adviser registration
- In the industry since
- January 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- keudellmorrisonwm.com
Where does Michael Morrison work?
Michael Morrison has been Managing Partner/Member of Keudell Morrison Wealth Management, LLC since January 2021, and is a control person of the firm.
Is Michael Morrison a financial advisor?
Yes. Michael Morrison has a current investment-adviser registration in California, Louisiana, Oregon, Texas and Washington, through Keudell Morrison Wealth Management since April 2018.
How many years of experience does Michael Morrison have?
Michael Morrison has 29 years in the financial industry, since January 1997, across 4 adviser firms.
What exams has Michael Morrison passed?
Michael Morrison has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 31 and Series 24. The earliest, the Series 7, was passed in December 1996. FINRA credited Michael Morrison with the SIE, which began in October 2018.
Where did Michael Morrison work before Keudell Morrison Wealth Management?
Before Keudell Morrison Wealth Management, Michael Morrison was registered through Morgan Stanley Smith Barney LLC, June 2009 to May 2012; Citigroup Global Markets Inc., May 2003 to June 2009.
Where is Michael Morrison based?
Michael Morrison’s registered office is in Salem, OR.
Is Michael Morrison registered with FINRA?
No. Michael Morrison has no current broker registration.
How can I verify Michael Morrison’s record?
Search CRD 2827037 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Morrison’s full registration record.
