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Kay Koehler

29 Years of Experience
Wichita, KS
Broker

Kay Koehler is a registered investment advisor at Morgan Stanley, based in Wichita, KS, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1617 North Waterfront Parkway, Suite 200, Wichita, KS, 67206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kay is self-employed in agriculture, selling eggs in Harper, Kansas since October 2020. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2012 - Present · 13 yrs 10 mos
Morgan StanleyBroker
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Agh Wealth Advisors, LLC
September 2009 - July 2012 · 2 yrs 10 mos
LPL Financial LLCBroker
June 2008 - August 2012 · 4 yrs 2 mos
LPL Financial LLC
June 2008 - August 2012 · 4 yrs 2 mos
MML Investors Services, INC.
January 2004 - June 2008 · 4 yrs 5 mos
MML Investors Services, INC.Broker
January 2004 - June 2008 · 4 yrs 5 mos
UBS Financial Services INC.
January 2000 - December 2003 · 3 yrs 11 mos
UBS Financial Services INC.Broker
June 1998 - December 2003 · 5 yrs 6 mos
Chapman Securities, INC.Broker
February 1997 - June 1998 · 1 yr 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
July 1996 - January 1997 · 6 mos
State Registrations44 states
AKALARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMIMNMOMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.