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Angela R Reseburg

Morgan Stanley

Green Bay, WI

Appleton, WI

CRD 2904396

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-02
WI RA APPROVED 2019-07-24
  • TX RA
    APPROVED_RES
    Since 2020-04-02
  • WI RA
    APPROVED
    Since 2019-07-24

Branch Locations

111 North Washington Street Suite 410, Green Bay, WI 54301 • United States

4545 West College Avenue Suite 300, Appleton, WI 54914 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sii Investments, Inc Appleton WI 02/2016 04/2018
Financial Planning & Information Services De Pere WI 05/2018 06/2019
Morgan Stanley Green Bay WI 07/2019 Present
  • 02/2016 → 04/2018
    Sii Investments, Inc
    Appleton, WI
  • 05/2018 → 06/2019
    Financial Planning & Information Services
    De Pere, WI
  • 07/2019 → Present
    Green Bay, WI
Previous Registrations
  • 2016-02-23 → 2018-04-24
    Sii Investments, Inc.
    Appleton, WI
  • 2016-02-23 → 2018-04-24
    Investment Centers Of America, Inc.
    Appleton, WI
  • 2003-03-17 → 2016-02-23
    Appleton, WI
    Fox Valley, WI
    Neenah, WI
    Appleton, WI
    Neenah, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-14
  • S66 Uniform Combined State Law Examination
    2003-03-14
Other Names
  • Angela Rae Schoenick
  • Angela Rae Reseburg

View on SEC IAPD

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