LT
LT

Leigh Thern

29 Years of Experience
Appleton, WI
Broker

Leigh Thern is a registered investment advisor at Morgan Stanley, based in Appleton, WI, with 29 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

4545 West College Avenue, Suite 300, Appleton, WI, 54914

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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

Leigh serves on the board of directors/sponsorship chair with the Executive Women's Golf Association. Leigh also owns farmland rental properties and acts as a Power of Attorney.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
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 Dw INC.Broker
April 1999 - April 2007 · 8 yrs
Dain Rauscher IncorporatedBroker
March 1998 - April 1999 · 1 yr 1 mo
Dain Rauscher IncorporatedBroker
July 1996 - March 1998 · 1 yr 8 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.