Kay Anne Koehler

CRD 2168986 · Morgan Stanley · Wichita, KS

IA RegisteredBroker

Also appears in the source record as: Kay Anne Reusser; Kay Reusser; Kay Anne White

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 65Series 63SIESeries 7
Registered states (44): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (10)

From the source registration record · current first

Morgan StanleyCurrent
Wichita, KS · IA capacity

Jul 27, 2012 → present
Lpl Financial LLC
BD capacity

Jun 27, 2008 → Aug 7, 2012
Lpl Financial LLC
IA capacity

Jun 11, 2008 → Aug 7, 2012
Agh Wealth Advisors, LLC
IA capacity

Sep 14, 2009 → Jul 31, 2012
Mml Investors Services, Inc.
IA capacity

Jan 12, 2004 → Jun 16, 2008
Mml Investors Services, Inc.
BD capacity

Jan 7, 2004 → Jun 16, 2008
Ubs Financial Services Inc.
IA capacity

Jan 19, 2000 → Dec 15, 2003
Ubs Financial Services Inc.
BD capacity

Jun 29, 1998 → Dec 15, 2003
Chapman Securities, Inc.
BD capacity

Feb 28, 1997 → Jun 11, 1998
Stifel, Nicolaus & Company, Incorporated
BD capacity

Jul 2, 1996 → Jan 27, 1997

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2168986 ↗ FINRA BrokerCheck record for CRD 2168986 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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