CW
CW

Christy Wetrich

26 Years of Experience
West Des Moines, IA
Broker

Christy Wetrich is a registered investment advisor at Morgan Stanley, based in West Des Moines, IA, with 26 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

1080 Jordan Creek Parkway, Suite 400 North, West Des Moines, IA, 50266

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Morgan Stanley
October 2014 - Present · 11 yrs 7 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2007 - June 2009 · 2 yrs 4 mos
Dewaay Financial Network, INC.Broker
September 2006 - January 2007 · 4 mos
Vsr Financial Services, INC.Broker
September 2005 - September 2006 · 1 yr
Edward JonesBroker
January 2003 - August 2005 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1999 - December 2002 · 3 yrs 10 mos
State Registrations45 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.