SB
SB

Sara Brettingen

7 Years of Experience
Bloomington, MN
Broker

Sara Brettingen is a registered investment advisor at Morgan Stanley, based in Bloomington, MN, with 7 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.

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Other Business Activities

Sara works in sales and marketing for Mary Kay, a retail and online store, since June 2024. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2019 - Present · 7 yrs 1 mo
Morgan StanleyBroker
June 2018 - Present · 8 yrs 3 mos
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.