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Megan Lafrenz

Morgan Stanley

Davenport, IA

CRD 7186357

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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
IA RA APPROVED 2025-11-21
TX RA APPROVED 2025-11-21
  • IA RA
    APPROVED
    Since 2025-11-21
  • TX RA
    APPROVED
    Since 2025-11-21

Branch Locations

4300 East 53Rd Street Suite 300, Davenport, IA 52807 • 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
Rbc Capital Markets , Llc Davenport IA 10/2019 11/2025
Trisource Solutions Llc Bettendorf IA 06/2014 10/2019
11Th St Precinct Davenport IA 08/2012 11/2016
Morgan Stanley Davenport IA 11/2025 Present
  • 10/2019 → 11/2025
    Rbc Capital Markets , Llc
    Davenport, IA
  • 06/2014 → 10/2019
    Trisource Solutions Llc
    Bettendorf, IA
  • 08/2012 → 11/2016
    11Th St Precinct
    Davenport, IA
  • 11/2025 → Present
    Morgan Stanley
    Davenport, IA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-30
  • S66 Uniform Combined State Law Examination
    2021-04-30

View on SEC IAPD

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Nearby Investors

BRENT WILLIAM MCCORMICK
CHAD EDWARD LEWIS
ANDREW JOHN TRASOWECH

Nearby Offices

ROBERT W. BAIRD & CO. INCORPORATED · Quad Cities, IA
EDWARD JONES · Davenport, IA
MATHESON & ROCK WEALTH MANAGEMENT, LLC · DAVENPORT, IA

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