A complete list of active advisors currently associated with Morgan-Aly Wealth Management, LLC

Warmer can help you find a great advisor at Morgan-Aly Wealth Management, LLC or one who fits your needs even better.

Morgan-Aly Wealth Management advises individual clients, including high-net-worth households, and in limited cases small corporations and employer-sponsored retirement plans. The firm offers discretionary asset management, prepares personalized investment policy statements, and provides retirement-plan consulting and participant education, generally charging percentage-of-assets advisory fees. The firm implements model-based strategies using a proprietary Intrinsic Value (IV) formula to select individual stocks and combines those stock models with bond allocations and ETFs according to each client’s risk tolerance. Accounts are managed on a discretionary basis, with ETFs used for smaller accounts and very limited use of insurance annuities where the advisers deem them appropriate. Noteworthy for a firm of its size, certain professionals are separately licensed as independent insurance agents and may transact insurance products for clients, receiving customary commissions that the firm discloses and seeks to mitigate through its Code of Ethics and client disclosures. The firm also recently transitioned from state to SEC registration and requires clients to custody assets with LPL Financial—an arrangement that provides the firm with administrative and technology support that may create additional conflicts of interest.

To learn more about the advisors currently working at Morgan-Aly Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jason Behr	Waukesha, WI	9
James Hayett	Waukesha, WI	44

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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