Mika A Woods

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 05/2022
  Us Bank
  Ogden, UT
• 08/2018 → 05/2022
  U.S. Bancorp Investments, Inc.
  Ogden, UT
• 03/2015 → 08/2018
  Us Bank
  Salt Lake City, UT
• 05/2022 → 03/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ogden, UT
• 03/2026 → Present
  Morgan Stanley
  Greenwood Village, CO

Previous Registrations

• 2022-08-15 → 2026-03-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Edgewater, CO
  Ogden, UT
  Spokane, WA
  Billings, MT
  Kennewick, WA
  Bozeman, MT
  Bozeman, MT
  Coeur D'ALene, ID
  Portland, OR
  Bellevue, WA
  Boise, ID
  Whitefish, MT
  Missoula, MT
  Ogden, UT
  Denver, CO
  Denver, CO
  Denver, CO
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-08-05
• S63 Uniform Securities Agent State Law Examination
  2019-03-24

Other Names

• Mika Ann Woods
• Mika Ann Craner