Bridget Lueck, financial advisor Bloomington MN
93 score

Bridget Lueck

CRD Number: 5501592
Current Firm: Morgan Stanley

Bridget Lueck (CRD# 5501592) is an Investment Advisor Representative working at Morgan Stanley in Bloomington, MN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Bloomington, MN May 2014 - Current 2
Morgan Stanley Smith Barney LLC Bloomington, MN Oct 2012 - May 2014 1
Morgan Stanley Smith Barney LLC Bloomington, MN Jun 2009 - Oct 2012 3
Morgan Stanley & Company Incorporated Bloomington, MN Nov 2008 - Jun 2009 < 1
Merrill Lynch Bloomington, MN Mar 2008 - Nov 2008 < 1
University Of Wisconsin Stevens Point, WI Sep 2004 - Mar 2008 3
Papa Joe's Bar Stevens Point, WI May 2007 - Dec 2007 < 1
Kristin's At Middletown Stevens Point, WI Mar 2007 - Aug 2007 < 1
Sentry Insurance Stevens Point, WI Sep 2006 - Dec 2006 < 1
Wells Fargo Institutional Brokerage Minneapolis, MN Jun 2006 - Sep 2006 < 1
Green Mill Restaurants Blaine, MN May 2004 - Sep 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Bridget A. Lueck
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • MS
  • TX
  • MN
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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