Morgan Kenwood Advisors, LLC

Morgan Kenwood Advisors, LLC (CRD# 128322) is a financial advisory firm headquartered in Greendale, WI. They manage $96,867,028 in 657 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5130 West Loomis Road, Greendale, WI 53129
http://www.morgankenwood.com
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    657
    ACCOUNTS
  • Average Account Value
    $147,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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
Lee Barczak, financial advisor Greendale WI
Lee R. Barczak
CRD#: 1032134
5130 West Loomis Road, Greendale, WI 53129

Lee Barczak (CRD# 1032134) is an Investment Advisor Representative working at Morgan Kenwood Advisors, LLC in Greendale, WI and has over 42 years of experience in the finance industry.

2
Phillip Sparks, financial advisor Greendale WI
Phillip R. Sparks
CRD#: 4135642
5130 W. Loomis Road, Greendale, WI 53129

Phillip Sparks (CRD# 4135642) is an Investment Advisor Representative working at Morgan Kenwood Advisors, LLC in Greendale, WI and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals