RBC Capital Markets
46yrs
Top advisor by experience in Fort Collins
24yrs
Roderick Morrison
Financial advisor at Wells Fargo Advisors
Roderick Morrison has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Fort Collins, Colorado. After five years at A. G. Edwards & Sons, Roderick joined Wells Fargo Advisors in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 351 advisors with offices in Fort Collins, and one of 326 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?Top 19% by experience in Fort Collins
Office375 E Horsetooth Rd Building 4 Suite 101 [Satellite], Fort Collins, CO 80525
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2019Wells Fargo Clearing Services, LLCPreviously
- 2003 – 2008A. G. Edwards & Sons, Inc.Previously
Contact Roderick
375 E Horsetooth Rd Building 4 Suite 101 [Satellite]Fort Collins, CO 80525Office · Get directions Firm main line(314) 875-3000Headquarters: Wells Fargo Advisors · St. Louis, MO Firm websitewww.wellsfargoadvisors.com/online-access/signon.htm
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Questions to ask Roderick
Tailored to Roderick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Roderick
How do I contact Roderick?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Roderick Morrison. Roderick works from the Fort Collins, CO office.
How long has Roderick been a financial advisor?
Roderick has been in the industry since 2003, about 24 years. Top 19% by experience in Fort Collins.
What licenses does Roderick hold?
Series 66. Tap any license on this page to see what it allows.
Is Roderick a fiduciary?
Roderick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Roderick paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Roderick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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