Lee Barczak
Lee Barczak is a registered investment advisor at Morgan Kenwood Advisors, LLC, based in Greendale, WI, with 43 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 218 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Kenwood Advisors manages investment portfolios for a fee that is determined by the services a client chooses. The fees are billed quarterly, in advance. The firm may negotiate fees based on client circumstances.
Location
5130 West Loomis Road, Greendale, WI, 53129
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2011Customer Dispute
March 2003Regulatory
April 2002Regulatory
March 1999Other Business ActivitiesSells Insurance
Lee is an insurance agent and president of Morgan Kenwood, Ltd., spending a few hours per week reviewing applications, policies, quotes, and managing the business. Lee also owns MK1 Realty, LLC, dedicating minimal time to managing expenditures and tenant issues.
Employment History
Current Registrations
Morgan Kenwood Advisors, LLC
Previous Registrations
Securities America Advisors INC
Securities America, INC.Broker
Washington Square Securities, INC.Broker
Securities America, INC.Broker
Royal Alliance Associates, INC.Broker
Cnl, INC.Broker
Integrated Resources Equity CorporationBroker
All American Management CorporationBroker
Equable Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.