Lashell Lentz is a CFP-designated registered investment advisor at Morgan Stanley, based in Middleton, WI, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
8215 Greenway Boulevard, 4th Floor, Middleton, WI, 53562
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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