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Phillip Richard Sparks

Morgan Kenwood Advisors, LLC

Greendale, WI

CRD 4135642

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Employer firm

Morgan Kenwood Advisors, LLC CRD 128322

$96.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Kenwood Advisors, Llc

5130 West Loomis Road, Greendale, WI 53129-1424 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-09-05
  • WI RA
    APPROVED
    Since 2025-09-05

Branch Locations

5130 W. Loomis Road, Greendale, WI 53129 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Kenwood Advisors, Llc Greendale WI 03/2008 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-17
  • S66 Uniform Combined State Law Examination
    2004-09-17
Designations
  • Chartered Financial Consultant
Other Names
  • Phillip Sparks

View on SEC IAPD

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Nearby Offices

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