Katherine Kral, financial advisor Waukesha WI
89 score

Katherine Kral

CRD Number: 5313583
Current Firm: Morgan Stanley

Katherine Kral (CRD# 5313583) is an Investment Advisor Representative working at Morgan Stanley in Waukesha, WI and has over 2 years of experience in the finance industry.

Similar Advisors
Justus Morgan, financial advisor Waukesha WI
Justus Morgan
CRD# 4697511
Financial Service Group Inc.
Score
103
Similar Advisors
Scott Wellens, financial advisor Waukesha WI
Scott W. Wellens
CRD# 5923727
Fortress Planning Group
Score
103
Similar Advisors
Daniel Wilson, financial advisor Waukesha WI
Daniel W. Wilson
CRD# 2810851
Cedarpoint Investment Advisors, Inc.
Score
101
Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Apr 2015 - Current 1
Morgan Stanley Milwaukee, WI Dec 2013 - Current 3
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Apr 2015 < 1
Wisconsin Athletic Club Milwaukee, WI Nov 2013 - Dec 2013 < 1
Robert W. Baird & Company Incorporated Milwaukee, WI Feb 2012 - Nov 2013 1
Wisconsin Athletic Club Wauwatosa, WI Aug 2010 - Apr 2012 1
Fitness Together Whitefish Bay, WI Jul 2011 - Feb 2012 < 1
Quad/graphics Incorporated Sussex, WI Aug 2007 - Jul 2010 2
Unemployed Greendale, WI Jun 2007 - Jul 2007 < 1
Marquette University Milwaukee, WI Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Katherine S. Kral
Phone Number: 914-225-5510
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Katherine Kral and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.