Lane
Gehle

Morgan Stanley

CRD#6176980
Investment Advisor
in Wayzata, MN

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About this Advisor

Lane Gehle is a financial advisor operating out of Wayzata, Minnesota, who has been in the financial industry for 10 years. Gehle currently works for Morgan Stanley. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Rose International, Integrated Capital Group, Bank Of America, N.A, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Gehle maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Minnesota and Texas. Morgan Stanley is a financial advisory firm headquartered in Wayzata, Minnesota. The investment advisory business has offices in 732 locations and a total of 26,500 employees. It oversees $1 trillion in assets across its 2,129,899 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 6,380 charitable organizations. Of its 2,129,899 accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a number of services, including 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. A financial advisor's fee schedules usually vary depending on the financial services. However, fees charged by Morgan Stanley most likely consist of some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

445 East Lake Street
Wayzata, MN 55391

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,311,934,806,306

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

26,500

MN Average: 88
Total Number of Accounts

2,129,899

MN Average: 3,892
Average Account Size

$615,961

MN 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

Lane Gehle Work History

Lane has 10 years of experience.

2021 - Present (1 year)

Morgan Stanley Private Bank, N.A

2020 - Present (2 years)

Morgan Stanley Smith Barney LLC

2015 - 2020 (5 years)

Bank Of America, N.A

2013 - 2020 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2013 (1 year)

Rose International

2012 - 2012 (< 1 year)

Integrated Capital Group

Disclosures

Lane Gehle has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Rasa Petrauskaite
Menlo Park, CA
Daniel Levy
Tempe, AZ
William Marsh
Tampa, FL
Thomas Carey
New York, NY
Lane Gehle
Wayzata, MN
Desiree Wodicker
Walnut Creek, CA
Gina Barcello-Reed
Toms River, NJ
Heather Kono
Cleveland, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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