Kael Brown is a registered investment advisor at Morgan Stanley, based in Wayzata, MN, with 23 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
445 East Lake Street, Suite 320, Wayzata, MN, 55391
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
August 2025 - Present · 1 yr 1 mo
Morgan Stanley
August 2025 - Present · 1 yr 1 mo
Previous Registrations
Farmers Financial Solutions, LLCBroker
March 2025 - April 2025 · 1 mo
The Oak Ridge Financial Services Group, INC
January 2010 - February 2025 · 15 yrs 1 mo
The Oak Ridge Financial Services Group, INC
May 2008 - December 2009 · 1 yr 7 mos
The Oak Ridge Financial Services Group, INC.Broker
May 2008 - February 2025 · 16 yrs 9 mos
UBS Financial Services INC.
October 2007 - May 2008 · 7 mos
UBS Financial Services INC.Broker
August 2006 - May 2008 · 1 yr 9 mos
Piper Jaffray & CO.Broker
February 2002 - August 2006 · 4 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.