user avatar

Morgan Krokstrom Williams

Advisor at Raymond James Financial — Sikeston, MO

Updated today

Credentials

Series 66

Experience

6 years

Location

Sikeston, MO 63801

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Morgan Williams is a financial advisor with Raymond James Financial Services, Inc. in Sikeston, MO, holding a Series 66 credential and six years of industry experience. He is also the owner of Morgan K. Williams LLC, where he provides financial advisory services, and works as an associate supporting client interactions for Greg K. Krokstrom LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, corporations, and institutional investors. The firm employs a non-discretionary planning approach tailored to client goals through risk profiling and analytical modeling, and maintains specialized programs for municipal and public finance as well as SIMPLE IRA employer advisory services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Sikeston, MO

741 N. Main Street

Sikeston MO 63801

Advisors at this office

3

Most active in

Missouri · Texas

Work history

6 years of industry experience

Wkw Llc

2019 - Present • 7 years

Sikeston, MO

Raymond james Financial Services, Inc

2019 - Present • 7 years

Sikeston, MO

Raymond james Financial Services, Inc

2019 - 2019 • 1 year

Sikeston, MO

Focus Bank

2018 - 2019 • 1 year

Jonesboro, AR

UnEMPLOYED

2017 - 2018 • 1 year

Jonesbora, AR

UCA Cheerleading

2015 - 2017 • 2 years

Sikeston, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Hunter C

CFP®, Series 66

Sikeston, MO

Nwf Advisory Services Inc

Hunter Crowley is a CFP® professional with six years of industry experience, currently serving as an Investment Advisor Representative at NWF Advisory Services Inc. His prior experience includes roles at Independent Financial Group, SagePoint Financial, and Schumacher Financial Services. Outside of his advisory work, he is involved in several local nonprofit boards and community organizations, including the YMCA, Missouri Delta Medical Center Foundation, and the Kenny Rogers Children’s Center. NWF Advisory Services manages approximately $6.4 billion in client assets through a team of over 100 advisors, primarily serving individual and high-net-worth clients. The firm uses a technology-driven, open-architecture platform that combines fundamental and technical analysis to provide portfolio management, financial planning, and retirement consulting services.

Wealth management Active portfolio management
user avatar

Daniel H

Series 63, Series 65

Sikeston, MO

Nwf Advisory Services Inc

Daniel Heironimus is an investment advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His career includes roles at firms such as Independent Financial Group, Signator Investors, and Schumacher Financial Services. He serves on the board of directors for Christ Methodist Church in Sikeston, MO. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of more than 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm provides portfolio management, model portfolios, financial planning, and retirement plan consulting via a technology-driven, open-architecture platform.

Wealth management Active portfolio management
user avatar

Steven A

CFP®, Series 66

Sikeston, MO

Nwf Advisory Services Inc

Steven Addison is a CFP® professional with 20 years of experience in financial advising. He is currently with NWF Advisory Services Inc and has previously worked at Independent Financial Group, LLC, Signator Investors, Inc., SagePoint Financial, Inc., OSAIC, and The Ameriflex Group. Addison is a partner in A.M. Financial Group, a limited liability company involved in marketing and business overhead operations. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients using an open-architecture, technology-driven platform to deliver portfolio management, financial planning, and retirement plan consulting services.

Wealth management Active portfolio management
user avatar

Ryan M

Series 66

Sikeston, MO

Nwf Advisory Services Inc

Ryan Merideth is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with NWF Advisory Services Inc and has previously worked at firms including Independent Financial Group, LLC and Signator Investors, Inc. Outside of his advisory roles, Merideth serves on the boards of two local nonprofit organizations focused on community heritage and tourism in Sikeston, Missouri. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 representatives. The firm serves primarily individual and high-net-worth clients using a technology-driven, open-architecture platform that offers portfolio management, financial planning, and retirement plan consulting through various account types and third-party strategies.

Wealth management Active portfolio management

Jared S

Series 63, Series 66

Sikeston, MO

Edward Jones

Jared Straton is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 securities licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,700 advisors.

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
user avatar

Eric W

Series 63, Series 66

Sikeston, MO

Raymond James Financial

Eric Wooden is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked with Raymond James Financial since 1997 and maintains two private LLCs primarily for payroll and administrative purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal advisory and employer SIMPLE IRA consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)