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Rachel Stauffer

23 Years of Experience
West Des Moines, IA
Broker

Rachel Stauffer is a registered investment advisor at Morgan Stanley, based in West Des Moines, IA, with 23 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

1080 Jordan Creek Parkway, Suite 400 North, West Des Moines, IA, 50266

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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

Rachel is the sole proprietor/owner of Stauffer Mineral Interests LLC since 2015. She spends minimal time on administrative tasks and check signing/funds disbursements related to this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
July 2014 - Present · 11 yrs 10 mos
Morgan StanleyBroker
May 2014 - Present · 12 yrs
Previous Registrations
American Equity Capital, INC.Broker
April 2007 - September 2008 · 1 yr 5 mos
Cybus Capital Markets, LLCBroker
August 1995 - August 2004 · 9 yrs
Mony Capital Markets, INC.Broker
January 1994 - August 1995 · 1 yr 7 mos
State Registrations40 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNDNENHNMNYOHORSCSDTNTXUTVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.