Lee Roy Barczak

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1996 → Present
  Morgan Kenwood, Ltd.
  Greendale, WI
• 03/2004 → Present
  Morgan Kenwood Advisors, Llc
  Greendale, WI
• 07/1989 → Present
  Independent Insurance Agent
  Greendale, WI
• 02/2004 → 06/2017
  Mk Realty, Llc
  Greendale, WI
• 06/2017 → Present
  Mk1 Realty, Llc
  Greendale, WI

Previous Registrations

• 2002-02-12 → 2004-02-27
  Securities America Advisors, Inc.
  Greendale, WI

Other Businesses

(1) INSURANCE AGENT AND PRESIDENT, MORGAN KENWOOD, LTD. (INSURANCE AGENCY) 5130 WEST LOOMIS ROAD, GREENDALE, WI 53129 NON-INVESTMENT RELATED, REVIEWS APPLICATIONS,POLICIES, QUOTES AND MANAGING THE BUSINESS TASKS. APPROX 8 HRS PER WEEK SPENT ON INSURANCE/BUSINESS ACTIVITIES. (2) OWNER/MEMBER, MK1 REALTY, LLC, 5130 WEST LOOMIS ROAD, GREENDALE, WI 53129 NOT INVESTMENT-RELATED, REAL ESTATE, START: 06/06/2017, APPROXIMATE NUMBER OF HOURS/MONTH: 8, APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: ZERO, DUTIES: MANAGE FIRM'S EXPENDITURES AND TENANT ISSUES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-03-10