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Jonathan Rindt

12 Years of Experience
Sheboygan, WI
Broker

Jonathan Rindt is a registered investment advisor at Morgan Stanley, based in Sheboygan, 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

2124 Kohler Memorial Dr., Suite 230, Sheboygan, WI, 53081

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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

Jonathan owns stock options in Enservio Inc., which have minimal value, and he has no involvement beyond ownership. He is also involved with Guardian and Trinity Lutheran Church & School, serving as a board member and treasurer for the latter, spending a few hours per week.

Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
January 2014 - Present · 12 yrs 4 mos
State Registrations32 states
AKAZCACOCTDCFLGAIAILKSKYMDMIMNMOMTNCNENHNMNVNYOHPASCTNTXUTVAWAWI
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.
Jonathan Rindt - Financial Advisor | TrueAdvisor