Beth Julienne Abrahamson

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

• 11/2006 → 04/2019
  Wealth Enhancement Advisory Services, Llc
  Wayzata, MN
• 11/2006 → 04/2019
  Wealth Enhancement Group, Llc
  Wayzata, MN
• 02/2007 → 04/2019
  Wealth Enhancement Brokerage Services, Llc
  Plymouth, MN
• 02/2007 → 05/2019
  Lpl Financial
  Plymouth, MN
• 01/2020 → Present
  Morgan Stanley
  Bloomington, MN
• 04/2019 → 01/2020
  Unemployed
  Eden Prairie, MN
• 04/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-04-30 → 2019-05-06
  Wealth Enhancement Advisory Services, Llc
  Plymouth, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-29
• S66 Uniform Combined State Law Examination
  2003-06-30
• S63 Uniform Securities Agent State Law Examination
  1997-12-29

Other Names

• Beth Julienne Dunleavy
• Beth Julienne Dunleavy
• Beth Julienne Abrahamson
• Beth Julienne Abrahamson