MW
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Michael Witsman

12 Years of Experience
Springfield, IL
Broker

Michael Witsman is a registered investment advisor at Morgan Stanley, based in Springfield, IL, 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

3201 West White Oaks Drive, Suite 201, Springfield, IL, 62704

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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

Michael is a soccer referee since 2018, spending a few hours per week. He also serves as a board member and treasurer for the Springfield American Business Club and as a board member, on the finance committee, and as VP for the Central Illinois Boys and Girls Club, dedicating a few hours per week to each.

Employment History
Current Registrations
Morgan Stanley
August 2018 - Present · 7 yrs 11 mos
Morgan StanleyBroker
August 2018 - Present · 7 yrs 11 mos
Previous Registrations
Prudential Financial Planning Services
October 2014 - August 2018 · 3 yrs 10 mos
Pruco Securities, LLC.Broker
September 2013 - August 2018 · 4 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Michael Witsman - Financial Advisor | TrueAdvisor