The Loftus Group - Morgan Stanley Team - Oak Brook, IL
Morgan Stanley
The Loftus Group
at Morgan Stanley
2211 York Road
Suite 100
Oak Brook, IL 60523
tel: (630) 203-6196
toll-free: (800) 755-9755
fax: (630) 572-9030
Mark S. Loftus
Mark S. Loftus, CFP
Director
Financial Advisor
Family Wealth Director
tel: (630) 203-6196
toll free: (800) 755-9755
fax: (630) 572-9030
Professional Details
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Health & Long Term Care Insurance Licensed
Mark S. Loftus, CFP  is licensed in the following state(s): AL, AR, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, MD, MI, MN, NC, NV, NY, OR, SC, VA, WI, WY

William E. O'Brien
William E. O'Brien
Senior Vice President
Financial Advisor
Corporate Client Group Director
tel: (630) 203-6196
toll free: (800) 755-9755
fax: (630) 572-9030
Professional Details
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life & Health Insurance Licensed
William E. O'Brien is licensed in the following state(s): AL, AR, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, MD, MI, MN, NC, NV, NY, OR, SC, VA, WI, WY

Jeffrey C. Preusser
Jeffrey C. Preusser, CFP
Vice President
Financial Advisor
tel: (630) 203-6196
toll free: (800) 755-9755
fax: (630) 572-9030
Professional Details
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 31 - Managed Futures & Commodities
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Health & Long Term Care Insurance Licensed
Jeffrey C. Preusser, CFP  is licensed in the following state(s): AL, AR, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, MD, MI, MN, NC, NV, NY, OR, SC, VA, WI, WY

Francis Frain
Registered Marketing Associate
tel: (630) 203-6196
Professional Details
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Health & Long Term Care Insurance Licensed

Richard Glomb
Relationship Manager
tel: (630) 203-6196
Professional Details
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Health & Long Term Care Insurance Licensed

Kim Smith
Group Administrator
tel: (630) 203-6196
Professional Details
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life & Health Insurance Licensed

Julie Bjorklund, CFP
Registered Client Service Associate
tel: (630) 203-6196
Professional Details
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life & Health Insurance Licensed

Steve Schlau
Consulting Group Analyst
tel: (630) 203-6196
Professional Details
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life & Health Insurance Licensed

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