Morgan Kenwood Advisors, LLC

Morgan Kenwood Advisors, LLC (CRD# 128322) is a financial advisory firm headquartered in Greendale, WI. They manage $89,550,629 in 1,665 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    1,665
    ACCOUNTS
  • Average Account Value
    $53,784
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Morgan Kenwood Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Phillip R. Sparks
CRD#: 4135642
5130 W. Loomis Road, Greendale, WI 53129
96
Wealthminder
score

Phillip Sparks (CRD# 4135642) is an Investment Advisor Representative working at Morgan Kenwood Advisors, LLC in Greendale, WI and has over 12 years of experience in the finance industry.

2
Lee R. Barczak
CRD#: 1032134
5130 West Loomis Road, Greendale, WI 53129
63
Wealthminder
score

Lee Barczak (CRD# 1032134) is an Investment Advisor Representative working at Morgan Kenwood Advisors, LLC in Greendale, WI and has over 34 years of experience in the finance industry.

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