Kim Eikenberry is a CFP-designated registered investment advisor at Morgan Stanley, based in Glenview, IL, with 20 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
2700 Patriot Boulevard, Suite150, Glenview, IL, 60026
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
July 2015 - Present · 10 yrs 10 mos
Morgan Stanley
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2013 - February 2015 · 1 yr 5 mos
J.P. Morgan Securities LLC
August 2013 - February 2015 · 1 yr 6 mos
Wells Fargo Advisors, LLC
July 2010 - October 2011 · 1 yr 3 mos
Wells Fargo Advisors, LLCBroker
June 2010 - October 2011 · 1 yr 4 mos
Fifth Third Securities, INC.Broker
August 2004 - January 2009 · 4 yrs 5 mos
Northern Trust Securities, INC.Broker
January 2001 - June 2003 · 2 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.