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Clara Marie Metz

Morgan Stanley

Minocqua, WI

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-07
WI RA APPROVED 2019-12-13
  • TX RA
    APPROVED
    Since 2021-01-07
  • WI RA
    APPROVED
    Since 2019-12-13

Branch Locations

9796 Highway 70 West, Minocqua, WI 54548 • 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
Equity Design Group Wausau WI 05/2018 08/2018
Advisors Management Group La Crosse WI 02/2018 04/2018
Personal Cleaning Business Minocqua WI 05/2016 09/2019
American Family Insurance Minocqua WI 05/2017 05/2019
Morgan Stanley Smith Barney Llc Minocqua WI 06/2019 08/2019
Morgan Stanley Smith Barney Llc Minocqua WI 11/2019 01/2020
What's The Scoop Minocqua WI 06/2013 09/2018
University Of Wisconsin - La Crosse La Crosse WI 09/2015 12/2019
Morgan Stanley Smith Barney Llc Minocqua WI 01/2020 Present
Morgan Stanley Private Bank, N.A New York NY 03/2020 Present
  • 05/2018 → 08/2018
    Equity Design Group
    Wausau, WI
  • 02/2018 → 04/2018
    Advisors Management Group
    La Crosse, WI
  • 05/2016 → 09/2019
    Personal Cleaning Business
    Minocqua, WI
  • 05/2017 → 05/2019
    American Family Insurance
    Minocqua, WI
  • 06/2019 → 08/2019
    Morgan Stanley Smith Barney Llc
    Minocqua, WI
  • 11/2019 → 01/2020
    Morgan Stanley Smith Barney Llc
    Minocqua, WI
  • 06/2013 → 09/2018
    What's The Scoop
    Minocqua, WI
  • 09/2015 → 12/2019
    University Of Wisconsin - La Crosse
    La Crosse, WI
  • 01/2020 → Present
    Morgan Stanley Smith Barney Llc
    Minocqua, WI
  • 03/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-13
  • S66 Uniform Combined State Law Examination
    2019-12-13
Other Names
  • Clara M Schroeder
  • Clara Marie Schroeder

View on SEC IAPD

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U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SGL FINANCIAL, LLC

Other Investors

JEFFREY SCOTT BOEHM
Alise M Jablonsky
LOVELL LLOYD ROE
LAURA LEE BORSKI
MATTHEW C KLUETZ
Carmen S Strasburg
MARK JOSEPH FRIDAY
Brian Keith Nerdahl

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Minocqua, WI
EDWARD JONES · MINOCQUA, WI
U.S. BANCORP ADVISORS, LLC · Minocqua, WI
CETERA INVESTMENT ADVISERS LLC · WOODRUFF, WI
RBC CAPITAL MARKETS, LLC · Minocqua, WI
AMERIPRISE FINANCIAL SERVICES, LLC · MINOCQUA, WI
OSAIC WEALTH, INC. · MINOCQUA, WI
OSAIC WEALTH, INC. · Tomahawk, WI

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