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Kenneth Morgensai

Edward Jones

Marshall, MI

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-01-31
  • MI RA
    APPROVED
    Since 2024-01-31

Branch Locations

424 E Michigan Ave, Marshall, MI 49068 • 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
Central Michigan University Mount Pleasant MI 01/2019 01/2021
Marshall Academy Marshall MI 09/2011 06/2018
City Of Marshall Recreation Department Marshall MI 06/2015 08/2019
Central Michigan University Mount Pleasant MI 08/2018 06/2022
Mercantile Bank Of Michigan Mount Pleasant MI 01/2020 08/2020
Mc Kostrzewa & Co Pc Mount Pleasant MI 01/2022 04/2022
Lifeworks Advisors Llc Grand Rapids MI 05/2021 10/2023
Edward Jones St Louis MO 11/2023 Present
  • 01/2019 → 01/2021
    Central Michigan University
    Mount Pleasant, MI
  • 09/2011 → 06/2018
    Marshall Academy
    Marshall, MI
  • 06/2015 → 08/2019
    City Of Marshall Recreation Department
    Marshall, MI
  • 08/2018 → 06/2022
    Central Michigan University
    Mount Pleasant, MI
  • 01/2020 → 08/2020
    Mercantile Bank Of Michigan
    Mount Pleasant, MI
  • 01/2022 → 04/2022
    Mc Kostrzewa & Co Pc
    Mount Pleasant, MI
  • 05/2021 → 10/2023
    Lifeworks Advisors Llc
    Grand Rapids, MI
  • 11/2023 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-26
S65 Uniform Investment Adviser Law Examination 2022-07-08
  • S66 Uniform Combined State Law Examination
    2024-01-26
  • S65 Uniform Investment Adviser Law Examination
    2022-07-08
Designations
Other Names
  • Kenny Morgensai
  • Kenneth Paul Morgensai

View on SEC IAPD

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Other Offices

WEALTH EASE WEALTH MANAGEMENT · MARSHALL, MI
B. RILEY WEALTH ADVISORS, INC. · Marshall, MI
EDWARD JONES · MARSHALL, MI
MILLER FINANCIAL SERVICES LLC · MARSHALL, MI
MILLER FINANCIAL SERVICES LLC · MARSHALL, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Marshall, MI
OSAIC WEALTH, INC. · MARSHALL, MI
EDWARD JONES · BATTLE CREEK, MI

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