Kurtis Maltby is a registered investment advisor at Morgan Stanley, based in Waukesha, WI, 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
Firm Size
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Assets Under Management
Fee Structure
Location
20975 Swenson Drive, Suite 300, Waukesha, WI, 53186
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Kurtis is a CFP/IA at Annex Insurance Services, LLC, where he provides insurance and fixed investment alternatives, dedicating a few hours per week. He also works as a CFP at Annex Wealth Management, LLC, providing investment advice and financial planning on a full-time basis.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
H. Beck, INC.Broker
Annex Wealth Management, LLC
Sii Investments, INC.Broker
Catholic Financial Services CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
Raymond James Financial Services, INC.Broker
State Registrations45 states
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