LL
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Louis Lukic

43 Years of Experience
Milwaukee, WI
Broker

Louis Lukic is a registered investment advisor at Morgan Stanley, based in Milwaukee, WI, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

411 East Wisconsin Avenue, Suite 2200, Milwaukee, WI, 53202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Louis owns Louies Limbs LLC, an agriculture business, and spends a few hours per week farming the land. He also owns Louis Enterprises LLC, a hunting property management business, dedicating minimal time to it.

Employment History
Current Registrations
Morgan Stanley
June 2020 - Present · 5 yrs 11 mos
Morgan StanleyBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
May 2009 - July 2020 · 11 yrs 2 mos
UBS Financial Services INC.Broker
February 2009 - July 2020 · 11 yrs 5 mos
Citigroup Global Markets INC.Broker
August 2001 - February 2009 · 7 yrs 6 mos
Morgan Stanley Dw INC.Broker
December 1984 - September 2001 · 16 yrs 9 mos
Offerman & CO., INC.Broker
October 1983 - December 1984 · 1 yr 2 mos
All American Management CorporationBroker
April 1982 - October 1983 · 1 yr 6 mos
State Registrations23 states
AZCACODEFLGAIAILMAMEMIMNMTNMNYOHPATNTXWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Louis Lukic - Financial Advisor | TrueAdvisor