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Carlyn Hensen

36 Years of Experience
Middleton, WI
Broker

Carlyn Hensen is a registered investment advisor at Morgan Stanley, based in Middleton, WI, with 36 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

8215 Greenway Boulevard, 4th Floor, Middleton, WI, 53562

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Carlyn owns rental property in Prairie du Sac, Wisconsin, since November 2023. She spends minimal time collecting rent.

Employment History
Current Registrations
Morgan Stanley
July 2010 - Present · 16 yrs
Morgan StanleyBroker
July 2010 - Present · 16 yrs
Previous Registrations
UBS Financial Services INC.
August 2006 - July 2010 · 3 yrs 11 mos
UBS Financial Services INC.Broker
August 2006 - July 2010 · 3 yrs 11 mos
Piper Jaffray & CO.Broker
May 2001 - August 2006 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1995 - May 2001 · 5 yrs 9 mos
Coltrane Securities Network, INC.Broker
April 1995 - July 1995 · 3 mos
Dain Bosworth IncorporatedBroker
June 1990 - January 1995 · 4 yrs 7 mos
Blunt Ellis & Loewi IncorporatedBroker
May 1989 - April 1990 · 11 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Carlyn Hensen - Financial Advisor | TrueAdvisor