Kent Hageman is a registered investment advisor at Morgan Stanley, based in Westlake, OH, with 39 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
159 Crocker Park Boulevard, Suite 460, Westlake, OH, 44145
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2022Denied
Other Business Activities
Kent is the president of the Hageman Family Foundation and a trustee/co-trustee for a trust. He also serves on the steering committee for the Lorain Port Authority, dedicating minimal time to these activities.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2001 - April 2007 · 6 yrs 1 mo
Morgan Stanley Dw INC.Broker
January 2001 - April 2007 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1987 - January 2001 · 13 yrs 10 mos
State Registrations38 states
AZCACOCTDCDEFLGAIAILINKSLAMAMDMEMIMNNCNDNENHNJNMNVNYOHORPARISCTNTXVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.