WF
WF

Wesley Fangsrud

17 Years of Experience
Billings, MT
Broker

Wesley Fangsrud is a registered investment advisor at Morgan Stanley, based in Billings, MT, 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

401 North 31st Street, Suite 900, Billings, MT, 59103

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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

Wesley serves as a power of attorney for two individuals since January 2022. These activities are investment-related and require minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
October 2009 - Present · 16 yrs 7 mos
Morgan StanleyBroker
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Commonwealth Financial NetworkBroker
March 2009 - August 2009 · 5 mos
State Registrations28 states
AKAZCACOIAIDILINKSMDMIMNMOMSMTNCNDNENMNYOKORPASDTXUTWAWY
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.
Wesley Fangsrud - Financial Advisor | TrueAdvisor