Kalei J Haggard

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

• 01/2024 → Present
  Morgan Stanley
  Peoria, IL
• 06/2023 → 08/2023
  Morgan Stanley
  Peoria, IL
• 10/2018 → 06/2023
  Kep's Sports Bar And Grill
  Washington, IL
• 08/2020 → 05/2024
  University Of Illinois At Urbana-Champaign
  Champaign, IL
• 04/2015 → 10/2018
  Unemployed
  Washington, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-11-17