Kenneth Morgensai
Investment adviser representative at Edward Jones
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Edward JonesNov 2023 to now
- Mc Kostrzewa & Co PcJan 2022 to Apr 2022
- Lifeworks Advisors LLCMay 2021 to Oct 2023
- Mercantile Bank of MichiganJan 2020 to Aug 2020
- Central Michigan UniversityAug 2018 to Jun 2022
- City of Marshall Recreation DepartmentJun 2015 to Aug 2019
- Marshall AcademySep 2011 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7601857
- Firm CRD
- 250