Michelle Thelen is a registered investment advisor at Morgan Stanley, based in Troy, MI, with 25 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
101 West Big Beaver Road, Suite 1200, Troy, MI, 48084
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
March 2016 - Present · 10 yrs 2 mos
Morgan StanleyBroker
December 2015 - Present · 10 yrs 5 mos
Previous Registrations
Berghoff & Company, INC.Broker
December 2012 - August 2015 · 2 yrs 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2006 - November 2012 · 6 yrs 1 mo
Vining SparksBroker
June 2006 - October 2006 · 4 mos
J.P. Morgan Securities INC.Broker
January 2001 - February 2006 · 5 yrs 1 mo
J.P. Morgan Securities INC.Broker
February 2000 - May 2001 · 1 yr 3 mos
State Registrations49 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.