DC
DC

Denise Church

27 Years of Experience
Davenport, IA
Broker

Denise Church is a registered investment advisor at Morgan Stanley, based in Davenport, IA, with 27 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

4300 East 53rd Street, Suite 300, Davenport, IA, 52807

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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

Denise is a board member for New Kingdom Trailriders, a charitable non-profit organization, since 2016. She dedicates a few hours per week to this activity, primarily after business hours, focusing on labor/service and business development/growth.

Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2013 - March 2022 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2013 - March 2022 · 8 yrs 3 mos
UBS Financial Services INC.
May 2007 - December 2013 · 6 yrs 7 mos
UBS Financial Services INC.Broker
October 2006 - December 2013 · 7 yrs 2 mos
Citigroup Global Markets INC.Broker
December 1998 - October 2006 · 7 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Denise Church - Financial Advisor | TrueAdvisor