KC
CFP
KC
CFP

Kimberly Crane

27 Years of Experience
Mackinac Island, MI
Broker

Kimberly Crane is a CFP-designated registered investment advisor at Morgan Stanley, based in Mackinac Island, MI, with 27 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

Mackinac Island, MI

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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

Kimberly is a board member of Hubbards Annex Homeowners Association, a non-profit organization, since 2019, and spends minimal time on it. She is also involved with a trust since 1997, spending minimal time on it.

Employment History
Current Registrations
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Morgan StanleyBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2011 - August 2021 · 10 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - August 2021 · 10 yrs 7 mos
Wells Fargo Investments, LLCBroker
May 2001 - January 2011 · 9 yrs 8 mos
Wells Fargo Securities INC.Broker
June 1999 - May 2001 · 1 yr 11 mos
Ba Investment Services, INC.Broker
March 1998 - April 1999 · 1 yr 1 mo
State Registrations26 states
ALAZCACODCDEFLGAHIILMAMIMSMTNCNDNVNYOKORSCTXUTVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.