Osaic Wealth
46yrs
Top advisor by experience in Southlake
13yrs
Tracy Morehead
Financial advisor at Ameriprise Financial Services
Tracy Morehead is a fiduciary financial advisor in Southlake, Texas, with 13 years in the industry. After 12 years at Edward Jones, Tracy joined Ameriprise Financial Services in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 331 advisors with offices in Southlake, and one of 311 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 50% of advisors in Texas
Office950 E State Hwy 114 Suite 100, Southlake, TX 76092
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther 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
- Jan 2026 – nowAmeriprise Financial Services, LLCCurrent firm
- 2013 – 2026Edward JonesPreviously
Contact Tracy
950 E State Hwy 114 Suite 100Southlake, TX 76092Office · Get directions Firm main line(612) 671-3131Headquarters: Ameriprise Financial Services · Minneapolis, MN LinkedIn pageAmeriprise Financial Services
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Questions to ask Tracy
Tailored to Tracy’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 Tracy
How do I contact Tracy?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Tracy Morehead. Tracy works from the Southlake, TX office.
How long has Tracy been a financial advisor?
Tracy has been in the industry since 2013, about 13 years. More experience than 50% of advisors in Texas.
What licenses does Tracy hold?
Series 66. Tap any license on this page to see what it allows.
Is Tracy a fiduciary?
Tracy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tracy paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Tracy 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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