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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marni? Claim Your ProfileMarni Kristine Angus is a financial advisor with over 17 years of experience in the industry. Marni currently works with Morgan Stanley, which has its Middleton, WI office at 8215 Greenway Boulevard, 4th Floor, 53562. Prior to joining Morgan Stanley, Marni worked with BMO HARRIS FINANCIAL ADVISORS, INC., and M&I FINANCIAL ADVISORS, INC. Marni is licensed to provide financial advice in South Carolina, Texas, and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WI
12/04/2024 - Present
Morgan Stanley (Middleton WI)
WI
07/03/2012 - 03/02/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
03/15/2007 - 08/17/2012
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
BOTH
Issued 07/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/21/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/21/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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