MK
MK

Matthew Kluetz

21 Years of Experience
Minocqua, WI
Broker

Matthew Kluetz is a registered investment advisor at Morgan Stanley, based in Minocqua, WI, with 21 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

9796 Highway 70 West, Minocqua, WI, 54548

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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

Matthew owns On Tap! LLC since 2016, involved in activities like chopping wood and cooking sap. He also serves as a Co-Successor Trustee and Co-Executor for multiple trusts, dedicating minimal time to these investment-related activities.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
September 2004 - April 2007 · 2 yrs 7 mos
State Registrations23 states
ALAZCACODEFLGAILKYLAMDMIMNMOMSNCNYORSDTXUTVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Matthew Kluetz - Financial Advisor | TrueAdvisor