Kylee Ann Louderback
Investment adviser representative at Morgan Stanley
12 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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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 feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morgan StanleyAug 2024 to now
- Morgan StanleyJun 2023 to Aug 2023
- The Council On International Educational Exchange (ciee)May 2022 to Jul 2022
- Gates Shields Ferguson Swall Hammond P.A.May 2021 to Aug 2021
- The University of KansasAug 2020 to May 2024
- Gates Shields Ferguson Swall Hammond P.A.May 2020 to Aug 2020
- Inspire Dance AcademyJan 2019 to Aug 2020
- Gardner Aquatic CenterMay 2018 to Aug 2018
- Gardner Aquatic CenterMay 2017 to Aug 2017
- Gardner-edgerton High SchoolAug 2016 to May 2020
- Not ApplicableJan 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (IL, MO, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 7735360
- Firm CRD
- 149777