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Morris S

Series 63, Series 65

Clayton, MO

IFG Advisory, LLC

Morris Shank is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with IFG Advisory since 2017 and has prior experience at LPL Financial and Integrated Financial Group. Shank operates a wealth management business focused on non-variable insurance products including life, disability, long-term care, and fixed annuities. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Morgan S

Series 66

Meramec, MO

IFG Advisory, LLC

Morgan Shank is a financial advisor with IFG Advisory, LLC and holds a Series 66 credential. He has two years of industry experience and has been associated with IFG Advisory since 2023 and LPL Financial since 2022. Outside of his advisory work, Shank has been involved in martial arts businesses for over 15 years. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis in its investment process.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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