Shawna Bumpus is a registered investment advisor at Morgan Stanley, based in Perrysburg, OH, 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
6250 Levis Common Blvd, Perrysburg, OH, 43551
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Shawna is a sole proprietor/owner/partner in three real estate ventures: Kudlow Management (since 2017), Sonesta Grove (since 2016), and a rental property (since 2017). She spends minimal time outside business hours on Kudlow Management and no time on the other two.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 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.