RS
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Ryan Schlimgen

2 Years of Experience
Middleton, WI
Broker

Ryan Schlimgen 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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ryan works as a stats recorder at Wisconsin Football games for Sports Info Solutions. This activity, which started in August 2024, is not investment-related and takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
September 2024 - Present · 1 yr 10 mos
Morgan Stanley
September 2024 - Present · 1 yr 10 mos
Previous Registrations
Ameriprise Financial Services, LLC
June 2024 - August 2024 · 2 mos
Ameriprise Financial Services, LLCBroker
January 2024 - August 2024 · 7 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Ryan Schlimgen - Financial Advisor | TrueAdvisor