KW
KW

Kadee Watkins

2 Years of Experience
Wayzata, MN
Broker

Kadee Watkins is a registered investment advisor at Morgan Stanley, based in Wayzata, MN, with 2 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

445 East Lake Street, Suite 320, Wayzata, MN, 55391

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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

Kadee works as a fitness instructor at the barre since 2018, spending a few hours per week. She is also a board member for the Orono Foundation for Education since September 2024, dedicating a few hours per week to accounting, fundraising, and administrative tasks.

Employment History
Current Registrations
Morgan Stanley
November 2023 - Present · 2 yrs 6 mos
Morgan StanleyBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Strategic Wealth Group
August 2023 - October 2023 · 2 mos
LPL Financial LLC
July 2023 - August 2023 · 1 mo
LPL Financial LLCBroker
April 2023 - October 2023 · 6 mos
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kadee Watkins - Financial Advisor | TrueAdvisor