Lane
Gehle

Morgan Stanley

CRD#6176980
Investment Advisor
in Wayzata, MN

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About this Advisor

Lane Gehle is a financial advisor working in Wayzata, Minnesota, who has 3 years of relevant experience. Gehle currently works for Morgan Stanley. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Gehle has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Minnesota and Texas. Morgan Stanley is an advisory company that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 financial advisors. It administers $1 trillion in assets across its 2,233,188 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets. Morgan Stanley performs a wide array of services, such as 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. Fees charged by financial advisors are based on which services the firm provides the client. Fees charged by Morgan Stanley most likely are comprised of any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

Office Location

445 East Lake Street
Wayzata, MN 55391

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

MN Average: 88
Total Number of Accounts

2,233,188

MN Average: 3,892
Average Account Size

$530,659

MN Average: $1,917,921

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 been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Morgan Stanley Private Bank, N.A

2020 - Present (4 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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lane Gehle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Allan House
Baltimore, MD
Matthew Cooper
New Haven, CT
Margret Birch
Oak Brook, IL
Seth Hart
New York, NY
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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