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
  • 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 August On the Markets from the Global Investment Committee featuring

    • "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.

    • "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.

    • "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.

    Plus, look for more on economics, fixed income investments and real estate.

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

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. 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.
Awards Disclosures

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