KT
KT

Kirk Thode

19 Years of Experience
Mequon, WI
Broker

Kirk Thode is a registered investment advisor at Morgan Stanley, based in Mequon, WI, with 19 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

11501 North Port Washington, Mequon, WI, 53092

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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

Kirk owns rental property since 2014 and engages in personal property rental and property management since September 2020. These activities require minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 2006 - April 2007 · 9 mos
Morgan Stanley Dw INC.Broker
July 2006 - April 2007 · 9 mos
State Registrations32 states
AZCACOCTDEFLIAILINKYMAMDMEMIMNMOMTNCNENJNMNVNYOHPARITNTXVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.