Stephen Duhn (CRD# 7333437) is an Investment Advisor Representative working at Morgan Stanley in Middleton, WI and has 1 year of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Middleton, WI | Sep 2022 - Current | 1 |
| Deluca & Hartman Construction | Sun Prarie, WI | Nov 2019 - Current | 4 |
| Cmfg Insurance Company | Madison, WI | Feb 2022 - Sep 2022 | < 1 |
| Am Capital Enterprises | Plymouth, WI | Jan 2021 - Feb 2022 | 1 |
| University Of Wisconsin-madison | Madison, WI | Jan 2021 - May 2021 | < 1 |
| Sub-zero & Wolf Appliances | Fitchburg, WI | Aug 2019 - Mar 2021 | 1 |
| Ymca Of The Rockies | Granby, CO | May 2019 - Aug 2019 | < 1 |
| University Of Wisconsin - Madison | Madison, WI | Aug 2018 - May 2019 | < 1 |
| Sub-zero & Wolf Appliances | Fitchburg, WI | May 2018 - Aug 2018 | < 1 |
| University Of Wisconsin - Stout | Menominee, WI | Aug 2017 - May 2018 | < 1 |
| Kiedinger Inc. | Middleton, WI | May 2017 - Aug 2017 | < 1 |
| Saint Ambrose Academy | Madison, WI | Sep 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- TX
- WI
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
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, WY
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