CK
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Courtney Kaufmann

1 Year of Experience
Barrington, IL
Broker

Courtney Kaufmann is a registered investment advisor at Morgan Stanley, based in Barrington, IL, with 1 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

760 West Main Street, Barrington, IL, 60010

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History

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.

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Other Business Activities

Courtney coaches at Woodstock High School since June 2021. This activity, which is not investment-related, takes about 10-20% of their time after business hours.

Employment History
Current Registrations
Morgan Stanley
November 2024 - Present · 1 yr 6 mos
Morgan StanleyBroker
April 2024 - Present · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Courtney Kaufmann - Financial Advisor | TrueAdvisor