Kylee Ann Louderback

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

• 08/2024 → Present
  Morgan Stanley
  Chicago, IL
• 08/2020 → 05/2024
  The University Of Kansas
  Lawrence, KS
• 01/2023 → 05/2024
  The University Of Kansas
  Lawrence, KS
• 06/2023 → 08/2023
  Morgan Stanley
  Kansas City, MO
• 05/2022 → 07/2022
  The Council On International Educational Exchange (Ciee)
  Barcelona
• 05/2021 → 08/2021
  Gates Shields Ferguson Swall Hammond P.A.
  Overland Park, KS
• 05/2020 → 08/2020
  Gates Shields Ferguson Swall Hammond P.A.
  Overland Park, KS
• 08/2016 → 05/2020
  Gardner-Edgerton High School
  Gardner, KS
• 05/2017 → 08/2017
  Gardner Aquatic Center
  Gardner, KS
• 05/2018 → 08/2018
  Gardner Aquatic Center
  Gardner, KS
• 01/2019 → 08/2020
  Inspire Dance Academy
  Gardner, KS
• 01/2014 → 05/2017
  Not Applicable
  Gardner, KS

Exams

• S66 Uniform Combined State Law Examination
  2025-01-17

Other Names

• Kylee A Louderback