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5130 West Loomis Road, Greendale, WI 53129-1424 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Kenwood, Ltd. | Greendale | WI | 07/1996 | Present |
| Morgan Kenwood Advisors, Llc | Greendale | WI | 03/2004 | Present |
| Independent Insurance Agent | Greendale | WI | 07/1989 | Present |
| Mk Realty, Llc | Greendale | WI | 02/2004 | 06/2017 |
| Mk1 Realty, Llc | Greendale | WI | 06/2017 | Present |
(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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-03-10 |
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