LK
LK

Laura Keilman

24 Years of Experience
Geneva, IL
Broker

Laura Keilman is a registered investment advisor at Morgan Stanley, based in Geneva, IL, with 24 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

One River Centre, 10 West. State Street Suite 204, Geneva, IL, 60134

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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

Laura is a co-trustee for her cousin's trust since 2003, dedicating minimal time to it. Her duties include possible check signing, money movement, and investment decision authority.

Employment History
Current Registrations
Morgan Stanley
December 2023 - Present · 2 yrs 5 mos
Morgan StanleyBroker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2008 - December 2023 · 15 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
April 2007 - December 2023 · 16 yrs 8 mos
UBS Financial Services INC.Broker
February 2006 - April 2007 · 1 yr 2 mos
UBS Financial Services INC.Broker
December 2001 - July 2005 · 3 yrs 7 mos
TD Waterhouse Investor Services, INC.Broker
February 2001 - August 2001 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.