Renee Weilandt Lofland

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

• 08/2015 → Present
  Morgan Stanley
  Houston, TX

Previous Registrations

• 2013-07-17 → 2015-03-02
  Morgan Stanley
  Houston, TX
• 2011-12-08 → 2013-07-18
  Valic Financial Advisors, Inc.
  Houston, TX
• 2011-03-01 → 2011-12-08
  Ameriprise Financial Services, Llc
  Lake Elmo, MN
  Houston, TX
• 2008-01-14 → 2010-11-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX

Other Businesses

*659291- Harris County GOP; Investment related: No; Houston, Texas; Political Office; Neighborhood volunteer, Precinct Chair(proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 10; Volunteer within my neighborhood to organize and maximize get out the vote campaigns in my precinct

Exams

• S66 Uniform Combined State Law Examination
  2008-01-10

Other Names

• Renee Ann Gonzales
• Renee Ann Gonzales
• Renee Ann Weilandt
• Renee A Weilandt
• Renee Lofland Lofland
• Renee Weilandt Lofland