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Chase Lako

6 Years of Experience
Bismarck, ND
Broker

Chase Lako is a registered investment advisor at Morgan Stanley, based in Bismarck, ND, with 6 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

4207 Boulder Ridge Road, Bismarck, ND, 58503

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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

Chase is a rodeo contestant, spending a few hours per week on this recreational activity. He is also a partner in Lako Holdings LLC, a travel agency owned by his wife, dedicating minimal time to administrative tasks.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
December 2019 - Present · 6 yrs 5 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.