Allan Klenke is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 33 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
Loading...
Location
717 Texas Avenue, Suite 3050, Houston, TX, 77002
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2020Settled
Other Business Activities
Allan is a partner at Four Horsemen Ranch LLC, an agriculture business, since 2013. He spends a few hours per week on this investment-related activity after business hours.
Employment History
Current Registrations
Morgan Stanley
August 2020 - Present · 5 yrs 11 mos
Morgan StanleyBroker
August 2020 - Present · 5 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
July 1992 - September 2020 · 28 yrs 2 mos
UBS Financial Services INC.Broker
July 1992 - September 2020 · 28 yrs 2 mos
State Registrations30 states
ARAZCACODCFLGAIAILKSLAMIMNMOMTNCNHNJNMNVNYOKORPATXUTVAWAWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.