Michael FlanaganCRD Number: 1362732
Current Firm: Morgan Stanley
Michael Flanagan (CRD# 1362732) is an Investment Advisor Representative working at Morgan Stanley in Sioux City, IA and has over 31 years of experience in the finance industry.
Thrivent Investment Management Inc.
Ameriprise Financial Services, Inc.
Woodbury Financial Services, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||2|
|Morgan Stanley (||Sioux City, IA||Jul 2013 - Current||3|
|Warner Group, Inc.||Sioux City, IA||Jul 1986 - Jul 2013||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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