A complete list of active advisors currently associated with Morgan Kenwood Advisors, LLC

Warmer can help you find a great advisor at Morgan Kenwood Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Morgan Kenwood Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Lee Barczak	Greendale, WI	44
Phillip Sparks	Greendale, WI	11

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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