Morgan Ranstrom has been Managing Member of Trailhead Planners since July 2016, is a control person of the firm and directly owns between 50% and 75% of it.
Trailhead Planners, LLC is an Edina, MN firm with $188M under management, 151 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Morgan Ranstrom is Partner & Lead Financial Planner of Trailhead Planners. He spent the first ten years of his career working alongside his father in a family business. He is the author of "Money with Purpose: Receive the Dividends of an Undivided Financial Life" (Wisdom Editions, 2019), and the firm serves entrepreneurs, retirees and families in Minneapolis-St. Paul and virtually across the country.
Morgan Ranstrom’s longest registration is the current one, 9 years at Trailhead Planners since 2016. Before joining Trailhead Planners in 2016, Morgan Ranstrom was registered through Ranstrom Berg Wealth Management, LLC.
- Trailhead Planners, LLCCurrent– present · 9 yearsEdina, MN · Adviser representative · Firm CRD 284610
- Ranstrom Berg Wealth Management, LLC– · 3 yearsFargo, ND · Adviser representative · Firm CRD 159467
Professional designations
Listed by Trailhead Planners
- Certified Financial Planner™
- CFA® Charterholder
- Certified Exit Planning Advisor (CEPA)
Investment adviser representative registrations
Morgan Ranstrom is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from October 2016; the most recent is California, in June 2022.
- CaliforniaSince 10 June 2022
- MinnesotaSince 3 February 2017
- OregonSince 26 October 2016
- TexasResidentSince 2 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 September 2009 |
| Series 7 | General Securities Representative Examination | 12 January 2009 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Morgan Kent Ranstrom
- CRD
- 4674255
- Firm
- Trailhead Planners · CRD 284610
- Role
- Managing Member
- Office
- 5151 Edina Industrial Blvd, Suite 200, Edina, MN 55439
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trailheadplanners.com
Where does Morgan Ranstrom work?
Morgan Ranstrom has been Managing Member of Trailhead Planners, LLC since July 2016, and is a control person of the firm.
Is Morgan Ranstrom a financial advisor?
Yes. Morgan Ranstrom has a current investment-adviser registration in California, Minnesota, Oregon and Texas, through Trailhead Planners since October 2016.
How many years of experience does Morgan Ranstrom have?
Morgan Ranstrom has 12 years in the financial industry, since May 2014, across 2 adviser firms.
What exams has Morgan Ranstrom passed?
Morgan Ranstrom has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2009.
Where is Morgan Ranstrom based?
Morgan Ranstrom’s registered office is in Edina, MN.
Is Morgan Ranstrom registered with FINRA?
No. Morgan Ranstrom has no current broker registration.
Is Morgan Ranstrom a CFP?
Trailhead Planners lists Morgan Ranstrom with the CFP credential (“Certified Financial Planner™”) on its website. CFP Board confirms certification status.
Is Morgan Ranstrom a CFA charterholder?
Trailhead Planners lists Morgan Ranstrom with the CFA credential (“CFA® Charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Morgan Ranstrom’s record?
Search CRD 4674255 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Morgan Ranstrom’s full registration record.
