Kenneth R. Robson IV, CFP®
Senior Vice President,
Financial Advisor,
Workplace Advisor - Equity Compensation
Direct:
(312) 648-3016(312) 648-3016
My Mission Statement
Preparing clients for a prosperous and fulfilling post-career life.
My Story and Services
Kip's deep passion for sports and competition led him to the basketball court, where he learned the importance of teamwork, strong leadership and a positive outlook. As team captain, he managed complex relationships and learned the value of active listening. His relentless work ethic allowed him to continue playing at the collegiate level while graduating from Gettysburg College with a BA in Business Management and a minor in Philosophy.
Kip takes the role of Financial Advisor very seriously. He builds trusting relationships by spending quality time with his clients, listening to their retirement dreams, and creating a simple and organized distribution plan that provides control of their financial future. His holistic financial outlook helps retirees preserve their nest egg by providing tailored recommendations to recreate income and eliminate emotion from investment decisions. His goal is to surpass clients’ expectations and help them avoid the road bumps that occur in retirement.
He completed the Financial Planning Certificate Program at Northwestern University and became a CERTIFIED FINANCIAL PLANNER™ (CFP®). This comprehensive knowledge allows him to advise clients on key topics, such as estate and tax planning strategy, Social Security and long-term care. Since 2018, Kip has received Chicago magazine’s Five Star Wealth Manager award and he also received the prestigious Forbes Top Next-Gen Wealth Advisors Best-In-State award in 2022, 2023 and 2024.
Both Kip and his wife, Courtney, are from the East Coast but now live on the North Shore of Chicago with their three boys. Before becoming parents, they spent time playing basketball, golf, and beach volleyball. Pickleball is something everyone in the family is trying to master now. Kip is a member of the Cupola Society at Gettysburg College and oversees the administration of the Debbie Robson Merit Scholarship at the Steward School in honor of his late mother.
2022-2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in March of the year the award was issued.
2018–2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2018-2024). These awards were determined based on an evaluation process conducted by Five Star Professional , based on objective criteria, during the following periods:
2018 Award – 01/12/18 – 08/17/18
2019 Award – 01/07/19 – 08/09/19
2020 Award – 01/06/20 – 08/07/20
2021 Award – 12/28/20 – 08/06/21
2022 Award – 01/24/22 – 07/29/22
2023 Award – 01/09/23 – 07/31/23
2024 Award – 01/09/24 – 08/09/24
Kip takes the role of Financial Advisor very seriously. He builds trusting relationships by spending quality time with his clients, listening to their retirement dreams, and creating a simple and organized distribution plan that provides control of their financial future. His holistic financial outlook helps retirees preserve their nest egg by providing tailored recommendations to recreate income and eliminate emotion from investment decisions. His goal is to surpass clients’ expectations and help them avoid the road bumps that occur in retirement.
He completed the Financial Planning Certificate Program at Northwestern University and became a CERTIFIED FINANCIAL PLANNER™ (CFP®). This comprehensive knowledge allows him to advise clients on key topics, such as estate and tax planning strategy, Social Security and long-term care. Since 2018, Kip has received Chicago magazine’s Five Star Wealth Manager award and he also received the prestigious Forbes Top Next-Gen Wealth Advisors Best-In-State award in 2022, 2023 and 2024.
Both Kip and his wife, Courtney, are from the East Coast but now live on the North Shore of Chicago with their three boys. Before becoming parents, they spent time playing basketball, golf, and beach volleyball. Pickleball is something everyone in the family is trying to master now. Kip is a member of the Cupola Society at Gettysburg College and oversees the administration of the Debbie Robson Merit Scholarship at the Steward School in honor of his late mother.
2022-2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in March of the year the award was issued.
2018–2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2018-2024). These awards were determined based on an evaluation process conducted by Five Star Professional , based on objective criteria, during the following periods:
2018 Award – 01/12/18 – 08/17/18
2019 Award – 01/07/19 – 08/09/19
2020 Award – 01/06/20 – 08/07/20
2021 Award – 12/28/20 – 08/06/21
2022 Award – 01/24/22 – 07/29/22
2023 Award – 01/09/23 – 07/31/23
2024 Award – 01/09/24 – 08/09/24
Securities Agent: WV, WY, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 865573
AR Insurance License #: 16467302
NMLS#: 865573
AR Insurance License #: 16467302
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
227 West Monroe St
Suite 3400
Chicago, IL 60606
US
Direct:
(312) 648-3016(312) 648-3016
Fax:
(312) 648-3344(312) 648-3344
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Kenneth R. Robson IV today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
