Phillip Sparks is a ChFC-designated registered investment advisor at Morgan Kenwood Advisors, LLC, based in Greendale, WI, with 10 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 218 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Kenwood Advisors manages investment portfolios for a fee that is determined by the services a client chooses. The fees are billed quarterly, in advance. The firm may negotiate fees based on client circumstances.
Location
5130 W. Loomis Road, Greendale, WI, 53129
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Morgan Kenwood Advisors, LLC
State Registrations1 state
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