CM
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Cheri Mchugo

11 Years of Experience
Bloomington, MN
Broker

Cheri Mchugo is a registered investment advisor at Morgan Stanley, based in Bloomington, MN, with 11 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

8300 Norman Center Drive, Bloomington, MN, 55437

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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

Cheri is the sole proprietor/owner of a land parcel in Henning, MN, used for agriculture since July 2021. This investment-related activity requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
January 2017 - Present · 9 yrs 8 mos
Morgan Stanley
January 2017 - Present · 9 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 2016 - January 2017 · 3 mos
Ameriprise Financial Services, INC.Broker
August 2014 - January 2017 · 2 yrs 5 mos
Wealth Enhancement Brokerage Services, LLCBroker
July 2014 - August 2014 · 1 mo
LPL Financial LLCBroker
June 2014 - August 2014 · 2 mos
State Registrations36 states
ALAZCACOCTDCDEFLGAIAILINMAMEMIMNMOMSNCNDNENHNJNVNYOHOKORPASCSDTNTXVAWAWI
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.
Cheri Mchugo - Financial Advisor | TrueAdvisor