Matthew
Marckmann

Morgan Stanley

CRD#3257837
Investment Advisor
in West Des Moines, IA

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About this Advisor

Matthew Marckmann is an advisor located in West Des Moines, Iowa. Currently a registered investment advisor with Morgan Stanley, Marckmann has 11 years of practice as an investment advisor. Marckmann has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Marckmann can work with customers based out of Iowa and Oklahoma. During their career, Marckmann has held roles at Morgan Stanley Private Bank, National Association, Morgan Stanley & Co., Inc and Morgan Stanley Smith Barney. Morgan Stanley is headquartered in West Des Moines, Iowa, and has 702 additional brick-and-mortar locations throughout the nation. In total, Morgan Stanley oversees $735 billion in assets across 1,724,668 accounts and employs more than 26,000 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Morgan Stanley provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

505 Market Street Suite 300
West Des Moines, IA 50266

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

IA Average: $7,464,549,021
Total Number of Employees

26,000

IA Average: 88
Total Number of Accounts

1,815,592

IA Average: 3,892
Average Account Size

$401,659

IA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Matthew Marckmann Work History

Matthew has 11 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley Smith Barney

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Matthew Marckmann has no disclosures.

Please visit their SEC profile for more details.

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This content was compiled from the SEC and FINRA.

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