Wesley Fangsrud - Morgan Stanley Smith Barney Financial Advisor

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Welcome Experience Education Services Associations

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations

Billings Camber of Commerce CVB
www.billingschamber.com
Montana Petroleum Association
www.montanapetroleum.org

Services

Asset Management
Estate Planning
Wealth Management
Private Banking
Financial Planning
Lending Services
Retirement Planning
529 Plans
Municipal Bonds
Long Term Care Insurance
Business Succession Planning
Education Planning
Corporate Retirement Plans
401k Rollovers
Insurance Services
Certificates of Deposit
Annuities

Education and Licensing

Business, 2002
Montana State University - Northern
Series 7 Licensed - General Securities
Series 66 Licensed - Uniform Combined State Law Exam
Life, Disability and Health Insurance License
Variable Annuities Licensed
Long Term Care Licensed
Financial Planning Specialist Designation
Guided Portfolio Management Program
Retirement Standard Registered
Professional Alliance Group Certified

Business Experience

2009 - Present: Morgan Stanley Smith Barney
Financial Advisor
Financial Planning Specialist
Guided Portfolio Manager
Team: Compass Advisor Group
2002 - 2008: Wells Fargo Bank

Bulletin Board

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

• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.

Wesley Fangsrud is licensed in the following state(s): AZ, CA, CO, HI, ID, IL, MN, MT, NM, NY, OK, OR, SD, 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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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.

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