AO
AO
Anita Oplotnik
23 Years of Experience
Springfield, MO
1 DisclosureBroker
Anita Oplotnik is a registered investment advisor at Morgan Stanley, based in Springfield, MO, 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
1535 East Primrose Street, Springfield, MO, 65804
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Regulatory History (1)
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Customer Dispute
August 2017Denied
Other Business Activities
Anita owns ABO Properties, LLC, a commercial building for lease, and spends minimal time on it. She also holds an appointed government position at Missouri Southern State University, dedicating minimal time during business hours to administrative tasks.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
April 2005 - June 2009 · 4 yrs 2 mos
Citigroup Global Markets INC.Broker
April 2005 - June 2009 · 4 yrs 2 mos
Banc of America Investment Services, INC.
March 2003 - April 2005 · 2 yrs 1 mo
Banc of America Investment Services, INC.Broker
January 2003 - April 2005 · 2 yrs 3 mos
State Registrations30 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.