Andrew Wagnaar is a registered investment advisor at Morgan Stanley, based in Union, MO, with 25 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
Union, MO
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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 StanleyBroker
October 2022 - Present · 3 yrs 9 mos
Morgan Stanley
October 2022 - Present · 3 yrs 9 mos
Morgan Stanley
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
April 2021 - September 2022 · 1 yr 5 mos
Charles Schwab & CO., INC.
April 2021 - September 2022 · 1 yr 5 mos
TD Ameritrade Clearing, INC.Broker
January 2018 - September 2022 · 4 yrs 8 mos
TD Ameritrade Investment Management, LLC
January 2018 - September 2022 · 4 yrs 8 mos
TD Ameritrade, INC.
January 2018 - September 2022 · 4 yrs 8 mos
TD Ameritrade, INC.Broker
January 2018 - September 2022 · 4 yrs 8 mos
Scottrade Investment Management
April 2015 - April 2018 · 3 yrs
Scottrade, INC.Broker
August 2009 - April 2018 · 8 yrs 8 mos
Primevest Financial Services, INC.
February 2004 - August 2009 · 5 yrs 6 mos
Primevest Financial Services, INC.Broker
January 2004 - August 2009 · 5 yrs 7 mos
Edward Jones
February 1999 - July 2002 · 3 yrs 5 mos
Edward JonesBroker
October 1998 - July 2002 · 3 yrs 9 mos
State Registrations2 states
MDMO
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.