MH
MH

Margaret Hansen

37 Years of Experience
Sheboygan, WI
Broker

Margaret Hansen is a registered investment advisor at Morgan Stanley, based in Sheboygan, WI, with 37 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

2124 Kohler Memorial Dr., Suite 230, Sheboygan, WI, 53081

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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

Margaret is on the Investment Committee for Town & Country Garden Club and works as a cashier at Parker John's Food Stand. She spends minimal time on the Garden Club and a few hours per week at the food stand.

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
February 2008 - June 2009 · 1 yr 4 mos
Morgan Stanley & CO. IncorporatedBroker
February 2008 - June 2009 · 1 yr 4 mos
Wachovia Securities, LLC
July 2000 - February 2008 · 7 yrs 7 mos
Wachovia Securities, LLCBroker
February 1997 - February 2008 · 11 yrs
Linsco/private Ledger CORP.Broker
October 1994 - February 1997 · 2 yrs 4 mos
Gna Securities, INC.Broker
October 1990 - October 1994 · 4 yrs
Waddell & Reed, INC.Broker
September 1987 - November 1989 · 2 yrs 2 mos
State Registrations32 states
AKAZCACOCTDCFLGAIAILKSKYMAMDMIMNMTNCNENHNMNVNYOHPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Margaret Hansen - Financial Advisor | TrueAdvisor