LB
LB

Luke Bogert

4 Years of Experience
Saginaw, MI
Broker

Luke Bogert is a registered investment advisor at Morgan Stanley, based in Saginaw, MI, with 4 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

4760 Fashion Square Boulevard, Saginaw, MI, 48604

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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

Luke serves as a successor role in a trust since 2021 and is also a woodworking contractor since 2022. The woodworking takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
April 2022 - Present · 4 yrs 1 mo
Morgan StanleyBroker
February 2022 - Present · 4 yrs 3 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.