Todd M Hauer - Morgan Stanley Financial Advisor

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Welcome Education Associations Services Experience

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations

Member Investment Management Consultants Association
Recognized in Strathmore's Who's Who of Financial Professionals

Services

401k 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
Exchange Traded Funds
Executive Benefit Services
Executive Financial Services
Family Consulting
Financial Planning
Fixed Income
Foreign Exchange
Insurance Services
Investment Policy Statements
Lending Services
Life Insurance
Municipal Bonds
Philanthropic Services
Planning for Special Needs Individuals
Precious Metals
Private Banking
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

See Investing & Market Insights for the May On the Markets from the Global Investment Committee featuring

• "Equities Show Resilience, but ..." Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and chair of the firm’s Global Investment Committee, says equity markets appear to be looking beyond the soft patch in the economic data, but they may not be forgiving for long.

• "Positioning Portfolios for (Slightly) Higher Rates" We expect interest rates to trend higher through the year, which is why we are recommending investors shorten the duration in their bond portfolios.

• "Our Favored Overseas Plays" We find opportunities in Japanese automakers, European industrial restructurings, overseas tech champions and companies that sell to emerging market consumers.

Plus, look for more on economics, real estate investment trusts, energy, gold and asset allocation.
For the latest municipal bond offerings, please call or send an email.
Do questions like these impact your retirement picture: Do I have enough to cover my needs, my dreams and the unexpected? How do today's choices affect others I care about tomorrow? Is there life after work? To learn more about developing a strategy to help you achieve the retirement you envision, call or email.

Todd M Hauer is licensed in the following state(s): AK, AZ, CA, CO, DC, FL, GA, ID, IL, KS, LA, MI, MN, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, TX, UT, WA, WY

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.

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*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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. 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 Smith Barney.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

Awards Disclosures

FEATURED NEWSLETTERS

Morgan Stanley Investor Insights

FEATURED REPORTS

Global Investment Committee: Asset Allocation and Strategy Weekly

A Guide to the American Taxpayer Relief Act of 2012