Lashell Lentz is a CFP-designated registered investment advisor at Morgan Stanley, based in Middleton, WI, with 28 years of industry experience. Lashell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
8215 Greenway Boulevard, 4th Floor, Middleton, WI, 53562
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Regulatory History
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.
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Lashell is a board member for the Girl Scouts of Badgerland Council, a co-owner of Lentz Homes LLC, a troop co-leader for Girl Scout Daisy Troop #7133, and a partner at Boullion's Berries. These activities require minimal time and are not insurance-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
M&i Financial Advisors, INC.
M&i Investment Management CORP.
M&i Financial Advisors, INCBroker
M&i Financial Advisors, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations43 states
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
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