KM
KM

Kurtis Mcmahan

13 Years of Experience
Grand Blanc, MI
Broker

Kurtis Mcmahan is a registered investment advisor at Morgan Stanley, based in Grand Blanc, MI, with 13 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

2430 East Hill Road, Grand Blanc, MI, 48439

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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

Kurtis is a board member for Davison Township, Davison Community Schools, and Davison Country Club. These activities involve administrative duties, investment decisions, business development, and customer service, taking minimal time overall.

Employment History
Current Registrations
Morgan StanleyBroker
August 2024 - Present · 1 yr 9 mos
Morgan Stanley
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Edward Jones
June 2012 - August 2024 · 12 yrs 2 mos
Edward JonesBroker
March 2012 - August 2024 · 12 yrs 5 mos
State Registrations31 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.