Morgan Kenwood Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Morgan Kenwood Advisors, LLC is a state-registered investment adviser that provides individual portfolio management, financial planning and targeted consulting to individuals (including high-net-worth clients) and charitable organizations. The firm manages both discretionary and non-discretionary individual accounts and delivers written financial plans and periodic consulting engagements.
The firm employs a mix of fundamental and technical analysis and uses both long‑term and short‑term trading strategies, tailoring portfolios to clients’ stated objectives, time horizons, risk tolerance and liquidity needs. Accounts are continually monitored and formally reviewed at least quarterly, with clients receiving custodial statements plus quarterly performance reports from the adviser.
Distinctively, the firm operates with a single advisory professional overseeing roughly 218 client relationships and about $96.7 million in assets, producing an unusually high client-to-advisor ratio compared with most supported firms. The firm’s managing member also operates an affiliated licensed insurance agency and may receive separate compensation for insurance product implementations; the brochure discloses this relationship and notes clients are not required to use the affiliate.
Client services
Expertise
Fee options
Financial Planning fees charged hourly from $100 to $200 per hour.
Fee-only: Financial Planning fees charged hourly from $100 to $200 per hour; Consulting Services fees range from $2,000 to $10,200 per year, billed quarterly in advance.
Main office
5130 W. Loomis Road
Greendale WI 53129
Advisors at this office
2
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Lee B
Series 63
Greendale, WI
Morgan Kenwood Advisors, LLC
Lee Barczak is a financial advisor at Morgan Kenwood Advisors, LLC with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Kenwood Advisors since 2004. In addition to his advisory role, he serves as president of Morgan Kenwood, Ltd., an insurance agency, and is involved in managing MK1 Realty, LLC. Morgan Kenwood Advisors, LLC provides individual portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental and technical analysis with both long- and short-term trading strategies, tailoring portfolios to clients’ objectives and monitoring accounts regularly.
Phillip S
ChFC®, Series 66
Greendale, WI
Morgan Kenwood Advisors, LLC
Phillip Sparks is a ChFC®-designated financial advisor with Morgan Kenwood Advisors, LLC, where he has worked since 2008. He has 18 years of industry experience and holds a Series 66 license. Morgan Kenwood Advisors, LLC provides individual portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and charitable organizations. The firm combines fundamental and technical analysis with both long- and short-term trading strategies, tailoring portfolios to client objectives and risk profiles, and maintains ongoing monitoring with quarterly reviews.
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