Julie Baertschi is a registered investment advisor at Morgan Stanley, based in Middleton, WI, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
8215 Greenway Boulevard, 4th Floor, Middleton, WI, 53562
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie is a signer on bank accounts for Mountain View Mobile Home Park, a real estate business in Evansville, WI, since March 2016. This activity requires minimal time and is for business continuity purposes.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
M&i Financial Advisors, INC.
M&i Investment Management CORP.
M&i Financial Advisors, INC.
M&i Financial Advisors, INCBroker
State Registrations53 states
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