KH
KH

Kristin Harper

17 Years of Experience
Wayzata, MN
Broker

Kristin Harper is a registered investment advisor at Morgan Stanley, based in Wayzata, MN, with 17 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

445 East Lake Street, Suite 320, Wayzata, MN, 55391

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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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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
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
State Registrations30 states
AKALAZCACOCTFLGAIDILINMAMDMIMNMTNCNDNVNYOHORPASCSDTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.