PW
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Patrick Willer
10 Years of Experience
West Des Moines, IA
1 DisclosureBroker
Patrick Willer is a registered investment advisor at Morgan Stanley, based in West Des Moines, IA, with 10 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
1080 Jordan Creek Parkway, Suite 400 North, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2022Denied
Other Business Activities
Patrick is a board member for Toggle LLC, a logistics and technology company, since December 2018. He spends minimal time on this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2015 - Present · 10 yrs 11 mos
Morgan StanleyBroker
May 2015 - Present · 11 yrs
State Registrations19 states
ARAZCACOFLIAILINMIMNMONENJNYOHSDVAWAWI
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.