SG
SG

Shawn Greseth

30 Years of Experience
Wayzata, MN
2 DisclosuresBroker

Shawn Greseth is a registered investment advisor at Morgan Stanley, based in Wayzata, MN, with 30 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

445 East Lake Street, Suite 320, Wayzata, MN, 55391

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History

Regulatory History (2)
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 2008
Closed-No Action
Customer Dispute
October 2007
Denied
Other Business Activities

Shawn is involved in several businesses, including Legacy Farms LLC, rental property ownership, 53 FINANCIAL LLC, PLT INC LLC, Heritage Farms LLC, and Greseth Heritge Farms LLC. These activities involve agriculture, real estate, and investment/finance, requiring minimal time commitment.

Employment History
Current Registrations
Morgan Stanley
March 2024 - Present · 2 yrs 2 mos
Morgan StanleyBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Wells Fargo Advisors
February 2018 - April 2024 · 6 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2018 - April 2024 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2000 - February 2018 · 18 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1995 - February 2018 · 22 yrs 8 mos
State Registrations37 states
ARAZCACOCTDEFLGAIAIDILINKSKYLAMIMNMOMTNCNDNENJNVNYOHOKORPASCSDTXUTWAWIWVWY
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.
Shawn Greseth - Financial Advisor | TrueAdvisor