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Karie Kluesner

20 Years of Experience
Tulsa, OK
Broker

Karie Kluesner is a registered investment advisor at Morgan Stanley, based in Tulsa, OK, with 20 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

2200 South Utica Place, Suite 500, Tulsa, OK, 74114

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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

Karie is involved with Plexus Worldwide, a multi-level marketing company, dedicating minimal time outside business hours to sales and marketing. She also owns LGN 360, LLC, providing nutrition consulting and meal prep services, spending minimal time after business hours.

Employment History
Current Registrations
Morgan Stanley
January 2016 - Present · 10 yrs 4 mos
Morgan StanleyBroker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Waddell & Reed
July 2013 - February 2014 · 7 mos
Waddell & Reed, INC.Broker
July 2013 - February 2014 · 7 mos
Edward Jones
January 2008 - April 2013 · 5 yrs 3 mos
Edward JonesBroker
November 2003 - April 2013 · 9 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.