Unclaimed Profile

Michael John Morgan

NTB FINANCIAL CORPORATION·CENTENNIAL, Colorado

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65Clean record9 years registeredNTB FINANCIAL CORPORATION

9540 SOUTH MAROON CIRCLE, CENTENNIAL, CO 80112CRD# 1437315Firm CRD# 7425

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael John Morgan · CENTENNIAL, CO

Registration

CRD #1437315 · NTB FINANCIAL CORPORATION · 9 years registered

Brand Profile

Not yet started

Career History

MOMENTUM INDEPENDENT NETWORK INC.

Jan 2023 – present

NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATION

Apr 2017 – Dec 2022

Denver, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 65

Registration record

First registered · April 24, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NTB FINANCIAL CORPORATION

CRD 7425 · SEC 801-65853

AUM

$250M

Regulatory assets under management

Employees

724 client accounts

Services offered by NTB FINANCIAL CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NTB FINANCIAL CORPORATION →

Introduction

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Frequently Asked Questions

What services does Michael John Morgan offer?

Michael John Morgan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CENTENNIAL, Colorado for a consultation.

What are Michael John Morgan's credentials?

Michael John Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael John Morgan located?

Michael John Morgan is based in CENTENNIAL, Colorado, working with NTB FINANCIAL CORPORATION. Their office serves clients in the CENTENNIAL metropolitan area and surrounding communities.

How does Michael John Morgan charge for services?

Michael John Morgan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NTB FINANCIAL CORPORATION?

NTB FINANCIAL CORPORATION has approximately 58 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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