TS
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Tawny Stoffregen

23 Years of Experience
Davenport, IA
Broker

Tawny Stoffregen is a registered investment advisor at Morgan Stanley, based in Davenport, IA, with 23 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

4300 East 53rd Street, Suite 300, Davenport, IA, 52807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Tawny is a partner in T&N Investments, a real estate venture, since 2015. She also manages a rental property since 2021, dedicating about 10-20% of her time to administrative, accounting, labor, and property management duties.

Employment History
Current Registrations
Morgan StanleyBroker
July 2012 - Present · 14 yrs 2 mos
Morgan Stanley
July 2012 - Present · 14 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2010 - July 2012 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2010 - July 2012 · 2 yrs 5 mos
Wells Fargo Advisors, LLCBroker
March 2009 - January 2010 · 10 mos
Wells Fargo Advisors, LLC
February 2009 - January 2010 · 11 mos
Citigroup Global Markets INC.Broker
January 2007 - June 2008 · 1 yr 5 mos
Citigroup Global Markets INC.
December 2006 - June 2008 · 1 yr 6 mos
Citigroup Global Markets INC.
March 2005 - June 2005 · 3 mos
Citigroup Global Markets INC.Broker
December 2000 - June 2005 · 4 yrs 6 mos
H&r Block Financial Advisors, INC.Broker
August 2000 - November 2000 · 3 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.