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Stephen Duhn

2 Years of Experience
Middleton, WI
Broker

Stephen Duhn is a registered investment advisor at Morgan Stanley, based in Middleton, WI, with 2 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

8215 Greenway Boulevard, 4th Floor, Middleton, WI, 53562

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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

Stephen is an employee at DeLuca & Hartman Construction, dedicating about 10-20% of his time after business hours to labor/service. He also serves on the Finance Committee for the Phi Kappa Theta Alumni Board, spending minimal time after business hours on check signing/funds disbursements and accounting/bookkeeping.

Employment History
Current Registrations
Morgan Stanley
August 2023 - Present · 2 yrs 9 mos
Morgan StanleyBroker
April 2023 - Present · 3 yrs 1 mo
State Registrations41 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.