Morgan Ranstrom, CFP®, CFA® Trailhead Planners

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About Morgan Ranstrom, CFP®, CFA®

As a fee-only financial planner at Trailhead Planners, Morgan collaborates with successful and on-the-go individuals and families to help develop, execute, and realize their vision of financial freedom. First, like a mapmaker for your finances, Morgan helps you assess your current financial situation, plan your destination, and chart the surest path forward. Next, the entire trail-tested team of experts at Trailhead Planners act as your guides and full-service support staff to help you implement every aspect of your financial plan, confront any obstacles or opportunities that arise along the way, and achieve your goals.

Morgan is a CFA® charterholder and a Certified Financial Planner™ professional. He has released two studio albums of his own music (Spotify, iTunes) and is currently writing a book titled Money with Purpose: Overcome your mental money barriers, make an impact, and achieve the life of your dreams. Morgan loves to travel and has worked, studied in, or traveled through many of the countries in Central and South America. He enjoys living in Minneapolis, MN, and can often be found on long walks with his family along the Minnehaha Parkway or around one of our many beautiful Minneapolis lakes.

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Ideal Clients

  • Business Owners
  • Family Business
  • Gen X
  • Medical Professionals
  • Socially Responsible Investing (SRI)

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Upfront Financial Plan: $1,500
  • Monthly Fee: $200
  • AUM: 1.0%

SEC Records

States Registered

  • Minnesota
  • Oregon