Anita TeggatzCRD Number: 1083001
Current Firm: Morgan Stanley
Anita Teggatz (CRD# 1083001) is an Investment Advisor Representative working at Morgan Stanley in Waukesha, WI and has over 31 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Morgan Stanley Smith Barney||Waukesha, WI||May 2012 - Current||5|
|Wells Fargo Advisors LLC||Waukesha, WI||May 2009 - May 2012||3|
|Wachovia Securities, LLC||Waukesha, WI||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1986|
|S65||NASAA Investment Advisors Law Examination||Dec 1994|
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