KS
KS
Kimberlyn Schattler is a registered investment advisor at Morgan Stanley, based in Bloomfield Hills, MI, with 4 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
40701 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304
Get directionsHistory
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
February 2026 - Present · 3 mos
Morgan Stanley
February 2026 - Present · 3 mos
Previous Registrations
LPL Financial LLCBroker
May 2024 - March 2025 · 10 mos
LPL Financial LLC
May 2024 - December 2024 · 7 mos
Ameriprise Financial Services, LLC
December 2020 - August 2023 · 2 yrs 8 mos
Ameriprise Financial Services, LLCBroker
December 2020 - August 2023 · 2 yrs 8 mos
Comerica SecuritiesBroker
October 2017 - July 2018 · 9 mos
State Registrations1 state
MI
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.