Beth Abrahamson is a registered investment advisor at Morgan Stanley, based in Bloomington, MN, with 26 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
8300 Norman Center Drive, Bloomington, MN, 55437
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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
February 2020 - Present · 6 yrs 3 mos
Morgan StanleyBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Wealth Enhancement Advisory Services, LLC
April 2015 - May 2019 · 4 yrs 1 mo
Wealth Enhancement Brokerage Services, LLCBroker
February 2007 - May 2019 · 12 yrs 3 mos
LPL Financial LLCBroker
February 2007 - May 2019 · 12 yrs 3 mos
Sii Investments, INC.Broker
December 2006 - February 2007 · 2 mos
U.S. Bancorp Investments, INC.Broker
November 2001 - January 2003 · 1 yr 2 mos
Piper Jaffray & CO.Broker
December 1997 - June 2005 · 7 yrs 6 mos
State Registrations31 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.