TB
TB

Timothy Bastian

24 Years of Experience
Omaha, NE
Broker

Timothy Bastian is a registered investment advisor at Morgan Stanley, based in Omaha, NE, with 24 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

13625 California Street, Suite 400, Omaha, NE, 68154

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History

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.

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Other Business Activities

Timothy is an adjunct instructor at Creighton University since 2006. He also serves on the finance committee for Mount Michael Benedictine School, dedicating about 10-20% of his time to teaching there.

Employment History
Current Registrations
Morgan Stanley
June 2014 - Present · 11 yrs 11 mos
Morgan StanleyBroker
May 2014 - Present · 12 yrs
Previous Registrations
Manarin Investment Counsel LTD
May 2004 - June 2014 · 10 yrs 1 mo
Manarin Securities CorporationBroker
June 2003 - June 2014 · 11 yrs
Woodbury Financial Services, INC.Broker
October 2001 - June 2003 · 1 yr 8 mos
State Registrations47 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Timothy Bastian - Financial Advisor | TrueAdvisor