Todd M Hauer - Morgan Stanley Financial Advisor - Greenwood Village, CO
Morgan Stanley
Todd M Hauer, CIMA
Senior Vice President
Wealth Advisor
5251 Dtc Parkway
Suite 1500
Greenwood Village, CO 80111
tel: (720) 488-2406
toll-free: (800) 347-5099 
fax: (720) 488-3258

Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Member Investment Management Consultants Association
  • Recognized in Strathmore's Who's Who of Financial Professionals
Services
  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Cash Management
  • Certificates of Deposit
  • Commodities
  • Corporate Cash Management
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Education Planning
  • Endowments and Foundations
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Executive Benefit Services
  • Executive Financial Services
  • Family Consulting
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Insurance Services
  • Access to Lending Services
  • Life Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Planning for Special Needs Individuals
  • Precious Metals
  • Professional Portfolio Management
  • Qualified Plans
  • Qualified Retirement Plans
  • Retirement Planning
  • Socially Responsible Investing
  • Stock Option Plans
  • Trust Services and Accounting
  • Wealth Management
Education and Licensing
  • University of North Dakota, BA Banking & Finance
  • Investment Managment Consultant's Association, Certified Investment Management Analyst January 2008
Business Experience
  • 2000 - Present: Wealth Advisor Morgan Stanley*
  • 1992 - 2000: Merrill Lynch Financial Consultant
  • 1988 - 1992: First Bank System Account Executive

Bulletin Board
  • A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, call or email us to see how we can help you make informed decisions.

  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us and get advice that goes beyond investments. A new standard for retirement planning.

  • Please see Newsletters & Brochures on the left for a copy of my latest Newsletter.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Todd M Hauer holds the following registrations:
BM/Supervisor; Securities Agent: AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, KS, LA, MI, MN, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, RI, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1282424

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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