Brandon Morgan: GWG Complaint Against Bradshaw & Weil Advisor

A recent investor complaint against Paducah, Kentucky financial advisor Brandon Morgan (CRD# 2230081) alleges that he recommended unsuitable investments in GWG L bonds. Securities and Exchange Commission records show that he is currently an investment advisor with AE Wealth Management and the president of Bradshaw & Weil.

Mr. Morgan’s Investment Adviser Public Disclosure form discloses one investor complaint. Filed in April 2024, it alleges that as a representative of Virtue Capital Management, he recommended an unsuitable investment in GWG L Bonds and misrepresented the product as “safe” for a client with a conservative investment objective. The pending complaint alleges damages of $78,883.

Bradshaw & Weil’s website includes a profile of Mr. Morgan that describes his background and approach to financial planning. “Early on, Brandon understood that traditional retirement methods weren’t foolproof, and he wanted to find a solution that would help his clients,” it states. “His focus is on creating a customized plan for each individual or family that meets their specific retirement needs and desires using a combination of investments, annuities and life insurance.”

According to the Securities and Exchange Commission, Brandon Morgan holds 19 years of securities industry experience. Based in Paducah, Kentucky, he has been registered as an investment advisor with AE Wealth Management since 2021. His past registrations include Virtue Capital Management (Paducah, Kentucky; 2016-2021), Horter Investment Management (Paducah, Kentucky; 2015-2016), and Morgan Financial Advisors (Paducah, Kentucky; 2000-2011). His credentials include the passage of the Series 65, or Uniform Investment Adviser Law Examination. He is licensed in Kentucky. (Information current as of April 21, 2024.)

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