Best Investors Account Sign in

John Charles Kvamme

Morgan Stanley

Wayzata, MN

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-04-09
TX RA APPROVED 2026-04-09
  • MN RA
    APPROVED
    Since 2026-04-09
  • TX RA
    APPROVED
    Since 2026-04-09

Branch Locations

445 East Lake Street Suite 320, Wayzata, MN 55391 • 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 Stanley Private Bank, N.A New York NY 05/2026 Present
Associated Bank St. Louis Park MN 03/2010 04/2026
Associated Investment Services, Inc. Green Bay WI 08/2017 04/2026
Morgan Stanley Smith Barney Llc Wayzata MN 04/2026 Present
  • 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
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-12-29
S65 Uniform Investment Adviser Law Examination 2017-10-26
  • S63 Uniform Securities Agent State Law Examination
    2022-12-29
  • S65 Uniform Investment Adviser Law Examination
    2017-10-26
Designations
Other Names
  • John Charles Kvamme
  • John Charles Kvamme

View on SEC IAPD

Other Firms

MORGAN STANLEY
LARSON FINANCIAL GROUP, LLC
EDWARD JONES
WALLEYE CAPITAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GARDA CAPITAL PARTNERS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC

Other Investors

JOSEPH ANTHONY DELMONICO
GREGORY CHARLES RIELAND
BRIAN JEROME WARPINSKI
JEAN PAUL PRENEVOST
ESTELLA MORA ECKART
JESSICA ROSE HINDERMANN
Keighley J Spott
GREGORY PAUL OLSON

Other Offices

MORGAN STANLEY · Wayzata, MN
LARSON FINANCIAL GROUP, LLC · Wayzata, MN
EDWARD JONES · Wayzata, MN
WALLEYE CAPITAL LLC · WAYZATA, MN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WAYZATA, MN
GARDA CAPITAL PARTNERS · WAYZATA, MN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WAYZATA, MN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WAYZATA , MN

More in Wayzata, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor