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Kristin Rowan

22 Years of Experience
Louisville, KY
Broker

Kristin Rowan is a registered investment advisor at Morgan Stanley, based in Louisville, KY, with 22 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

4969 US Highway 42, Suite 1200, Louisville, KY, 40222

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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

Kristin is a consultant for Norwex since 2015 and is involved with Young Living Essential Oils since 2016.

Employment History
Current Registrations
Morgan Stanley
February 2026 - Present · 3 mos
Morgan StanleyBroker
February 2026 - Present · 3 mos
Previous Registrations
UBS Financial Services INC.
May 2009 - February 2026 · 16 yrs 9 mos
UBS Financial Services INC.Broker
September 2004 - February 2026 · 21 yrs 5 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
April 2003 - September 2004 · 1 yr 5 mos
State Registrations16 states
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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.
Kristin Rowan - Financial Advisor | TrueAdvisor