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Cooper Lukenda

2 Years of Experience
Wayzata, MN
Broker

Cooper Lukenda is a registered investment advisor at Morgan Stanley, based in Wayzata, MN, 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

445 East Lake Street, Suite 320, Wayzata, MN, 55391

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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

Cooper is an assistant men's golf coach at St. Olaf College since August 2023. This takes about a quarter of his time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
November 2023 - Present · 2 yrs 6 mos
Morgan StanleyBroker
April 2023 - Present · 3 yrs 1 mo
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Cooper Lukenda - Financial Advisor | TrueAdvisor