Raymond James Financial Services Advisors
47yrs
Kenneth Kobek
Financial advisor
245 West Edison Suite 100 / LL Edison Centre Building
Mishawaka, IN 46545
Mishawaka, IN 46545
Top advisor by experience in Mishawaka
29yrs
Brian Guy is a fiduciary financial advisor in Mishawaka, Indiana, with 29 years in the industry. Brian joined Morgan Stanley in 2018, after eight years at Wells Fargo Advisors and ten years at Wells Fargo Investments. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 118 advisors with offices in Mishawaka, and one of 105 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 18% by experience in Indiana
Office4100 Edison Lakes Parkway Suite 200, Mishawaka, IN 46545
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowMorgan StanleyCurrent firm
- 2011 – 2018Wells Fargo Clearing Services, LLCPreviously
- 2001 – 2011Wells Fargo Investments, LLCPreviously
Contact Brian
Local office(574) 251-9107Ask for Brian. (914) 225-5510Main office · Purchase, NY 4100 Edison Lakes Parkway Suite 200Mishawaka, IN 46545Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Brian’s local office at (574) 251-9107 or the Morgan Stanley main office at (914) 225-5510, and ask for Brian Guy.
How long has Brian been a financial advisor?
Brian has been in the industry since 1998, about 29 years. Top 18% by experience in Indiana.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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