Brian Amundson is a registered investment advisor at Morgan Stanley, based in Green Bay, WI, with 12 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
111 North Washington Street, Suite 410, Green Bay, WI, 54301
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
October 2023 - Present · 2 yrs 7 mos
Morgan Stanley
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Thrivent Investment Management INC.Broker
August 2016 - October 2023 · 7 yrs 2 mos
Thrivent Investment Management INC.
August 2016 - October 2023 · 7 yrs 2 mos
Packerland Brokerage Services, INC.
May 2015 - August 2016 · 1 yr 3 mos
Packerland Brokerage Services, INC.Broker
October 2014 - August 2016 · 1 yr 10 mos
Vanguard Marketing CorporationBroker
July 2013 - September 2014 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.