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Erik Laug

24 Years of Experience
Grand Rapids, MI
Broker

Erik Laug is a registered investment advisor at Morgan Stanley, based in Grand Rapids, MI, 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

5122 Cascade Road, 1st Floor, Grand Rapids, MI, 49546

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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

Erik is the sole proprietor/owner of Kaizen Holdings LLC, a real estate business. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2012 - Present · 13 yrs 11 mos
Morgan StanleyBroker
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
December 2007 - June 2012 · 4 yrs 6 mos
UBS Financial Services INC.Broker
March 2002 - June 2012 · 10 yrs 3 mos
State Registrations35 states
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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.
Erik Laug - Financial Advisor | TrueAdvisor