LS
LS

Lance Stoppenhagen

9 Years of Experience
South Jordan, UT
Broker

Lance Stoppenhagen is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, with 9 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

680 West 10000 South, South Jordan, UT, 84095

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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

Lance works in customer service for Lagoon, a recreation company, since March 2021. He spends minimal time on this activity during business hours and a few hours per week after business hours.

Employment History
Current Registrations
Morgan Stanley
October 2020 - Present · 5 yrs 11 mos
Morgan StanleyBroker
September 2020 - Present · 6 yrs
Previous Registrations
E*trade Securities LLCBroker
December 2016 - August 2020 · 3 yrs 8 mos
State Registrations1 state
UT
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.