TK
TK

Tammy Kinstle

24 Years of Experience
Beavercreek, OH
Broker

Tammy Kinstle is a registered investment advisor at Morgan Stanley, based in Beavercreek, OH, with 24 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

4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440

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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

Tammy works for the Miami Co YMCA in an administrative, customer service, and labor/service capacity since January 2023. This requires minimal time during business hours and about 10-20% of her time after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
April 2017 - Present · 9 yrs 1 mo
Morgan Stanley
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
September 2013 - March 2017 · 3 yrs 6 mos
Wells Fargo Clearing Services, LLC
September 2013 - March 2017 · 3 yrs 6 mos
Morgan Stanley
February 2013 - September 2013 · 7 mos
Morgan StanleyBroker
June 2011 - September 2013 · 2 yrs 3 mos
J.J.B Hilliard, W.L. Lyons, LLCBroker
June 2005 - June 2011 · 6 yrs
Legg Mason Wood Walker, IncorporatedBroker
January 2002 - June 2005 · 3 yrs 5 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.