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Keith Robel

26 Years of Experience
Sheboygan, WI
Broker

Keith Robel is a registered investment advisor at Morgan Stanley, based in Sheboygan, WI, with 26 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

2124 Kohler Memorial Dr., Suite 230, Sheboygan, WI, 53081

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History

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.

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Other Business Activities

Keith is on the Finance Committee and Course Improvement Committee at Pine Hills Country Club since 2011, and a Board Member and on the Finance Committee at Lake Country Academy since 2024. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
UBS Financial Services INC.Broker
August 2006 - May 2007 · 9 mos
Piper Jaffray & CO.Broker
January 2004 - August 2006 · 2 yrs 7 mos
B. C. Ziegler and CompanyBroker
September 2001 - February 2004 · 2 yrs 5 mos
Edward JonesBroker
May 1999 - August 2001 · 2 yrs 3 mos
State Registrations33 states
AKAZCACOCTDCFLGAIAILKSKYMAMDMIMNMOMTNCNENHNMNVNYOHPASCTNTXUTVAWAWI
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.
Keith Robel - Financial Advisor | TrueAdvisor