KB
CFP · ChFC
KB
CFP · ChFC
Kevin Baranczyk is a CFP, ChFC-designated registered investment advisor at Morgan Stanley, based in Green Bay, WI, 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
111 North Washington Street, Suite 410, Green Bay, WI, 54301
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Regulatory History (1)
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Customer Dispute
April 2002Award / Judgment
Employment History
Current Registrations
Morgan Stanley
April 2021 - Present · 5 yrs 5 mos
Morgan StanleyBroker
April 2021 - Present · 5 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
March 2021 - June 2021 · 3 mos
LPL Financial LLC
March 2021 - June 2021 · 3 mos
BMO Harris Financial Advisors, INC.Broker
August 2012 - March 2021 · 8 yrs 7 mos
BMO Harris Financial Advisors, INC
August 2012 - March 2021 · 8 yrs 7 mos
M&i Financial Advisors, INC.
April 2012 - August 2012 · 4 mos
M&i Investment Management CORP.
April 2010 - April 2012 · 2 yrs
M&i Financial Advisors, INC.
September 2005 - March 2010 · 4 yrs 6 mos
M&i Financial Advisors, INCBroker
May 2004 - August 2012 · 8 yrs 3 mos
Wells Fargo Investments, LLCBroker
December 2000 - November 2003 · 2 yrs 11 mos
Wells Fargo Brokerage Services, L.L.C.Broker
December 2000 - August 2002 · 1 yr 8 mos
Wells Fargo Brokerage Services, L.L.C.Broker
April 1998 - December 2000 · 2 yrs 8 mos
State Registrations30 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.