Will says if you have an OBA submission, call him first for assistance to save yourself a lot of time before submitting. He also helps many of our Advisors prepare for Compliance inquiries and Exams. He’s always making sure our advisors are on top of their firm CE and very knowledgeable with the V2020 site where to find what you’re looking for. Will’s a die-hard Kansas City Chiefs fan, but we don’t hold that against him.
Will Morrison graduated from the University of Kansas in 1979 and went into the US Air Force until he retired as a Major in 1997. He also has a Master’s degree in Management from Webster University. Will entered the securities business as an OSJ in June 1998 with Fulk Financial Corporation, a large Kansas City based producer group affiliated with InterSecurities, Inc. (later TransAmerica Financial Advisors, Inc.). He has been on the compliance side of the business his entire career.
Other fun facts to know: Will is a graduate of Tony Robbins’ Mastery University so he’s walked on hot coals several times; was chased by a grizzly bear at Grand Teton National Park; and directed the rescue of 73 people after a Delta rocket blew up at Cape Canaveral Air Force Station where he was the deputy commander.
When not working, Will is a rabid KC fan for the Chiefs, Royals, and the University of Kansas Jayhawks. He enjoys taking cycling and multi-sport vacations.