John Charles Kvamme

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY
• 03/2010 → 04/2026
  Associated Bank
  St. Louis Park, MN
• 08/2017 → 04/2026
  Associated Investment Services, Inc.
  Green Bay, WI
• 04/2026 → Present
  Morgan Stanley Smith Barney Llc
  Wayzata, MN

Previous Registrations

• 2017-08-02 → 2026-04-21
  Associated Investment Services, Inc.
  St. Louis Park, MN

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-12-29
• S65 Uniform Investment Adviser Law Examination
  2017-10-26

Designations

• Certified Financial Planner

Other Names

• John Charles Kvamme
• John Charles Kvamme