Kevin Baranczyk is a CFP, ChFC-designated registered investment advisor at Morgan Stanley, based in Green Bay, WI, with 28 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
111 North Washington Street, Suite 410, Green Bay, WI, 54301
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC
M&i Financial Advisors, INC.
M&i Investment Management CORP.
M&i Financial Advisors, INC.
M&i Financial Advisors, INCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
State Registrations30 states
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
More Advisors
- Eric KaplaMorgan Stanley
- Kurt KoehlerMorgan Stanley
- Sandra FletcherMorgan Stanley
- Melanie Graff, CFPMorgan Stanley
- Jason Wilke, CFPRBC Capital Markets, LLC
- Erin Johnson, ChFCCwm, LLC