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Stacie R
Series 63, Series 65
Green Bay, WI
Morgan Stanley
Stacie Rosera is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2001. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support tailored client strategies.
Kathy N
Series 63, Series 65
Green Bay, WI
Morgan Stanley
Kathy Noll is a financial advisor at Morgan Stanley with 27 years of industry experience. Her career includes roles at Robert W. Baird, BMO Harris Financial Advisors, and M&I Brokerage Services. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory services to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.
Jon B
Series 63, Series 65
Green Bay, WI
Morgan Stanley
Jon Bartol is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns rental properties in Traunik, Michigan. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both direct and employer-based financial planning solutions.
James A
Series 66
Green Bay, WI
Morgan Stanley
James Arett is a Series 66 registered financial advisor at Morgan Stanley with two years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, N.A., and a period outside the financial industry with Lizer Landscape. He also has a background involving time at the University of Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
Ryan M
Series 66
Green Bay, WI
Morgan Stanley
Ryan Meyer is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously spent 12 years at Kimberly-Clark Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.
Shawn G
Series 66
Green Bay, WI
Morgan Stanley
Shawn Gehm is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.
Thomas P
Series 66
Green Bay, WI
Morgan Stanley
Thomas Peebles is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.
Jeffrey A
Series 66
Green Bay, WI
Morgan Stanley
Jeffrey Altenhof is a Series 66 registered advisor with Morgan Stanley in Green Bay, WI, bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a sole proprietor of a rental property in Kaneohe, Hawaii. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling in its financial planning process.
Lukas V
Series 66
Green Bay, WI
Morgan Stanley
Lukas Van Lankvelt is a financial advisor at Morgan Stanley in Green Bay, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at BLC Community Bank for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes the use of firm-approved tools and scenario modeling.
Chad K
Series 66
Green Bay, WI
Morgan Stanley
Chad Klaubauf is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 license and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.
Corey C
Series 66
Green Bay, WI
Morgan Stanley
Corey Coonen is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and bringing 18 years of industry experience. He has worked with Morgan Stanley since 2007 and has been part of Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with the Knights of Columbus in Madison, Wisconsin, a fraternal organization engaged in disaster relief and youth assistance. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored planning agreements.
Brian A
Series 63, Series 66
Green Bay, WI
Morgan Stanley
Brian Amundson is a financial advisor at Morgan Stanley in Green Bay, WI, holding Series 63 and Series 66 licenses with 13 years of industry experience. He worked at Thrivent Financial and Thrivent Investment Management Inc. for seven years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.
Kevin B
CFP®, ChFC®, Series 63, Series 65
Green Bay, WI
Morgan Stanley
Kevin Baranczyk is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, LPL Financial, and BMO Harris Financial Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process that incorporates firm-approved tools and scenario modeling.
Melanie G
CFP®, Series 63, Series 66
Green Bay, WI
Morgan Stanley
Melanie Graff is a Certified Financial Planner (CFP®) with 27 years of experience in the financial services industry. She is currently with Morgan Stanley in Green Bay, WI, having held roles at Morgan Stanley Private Bank and Fidelity Brokerage Services, with a decade at Transamerica prior to that. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets and employing structured planning tools to support client goals.
Nancy L
Series 63
Green Bay, WI
Morgan Stanley
Nancy Loberger is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 63 designation and having 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as treasurer for the Green Bay Exchange Club, a nonprofit focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.
Christopher C
Series 66
Green Bay, WI
Morgan Stanley
Christopher Clark is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.
Ashlyn A
Series 66
Green Bay, WI
Morgan Stanley
Ashlyn Arett is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and three years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and has prior experience at the University of St. Thomas, Buffalo Wild Wings, and Notre Dame Academy. Outside of her advisory role, she is involved with Pure Barre, a fitness and health business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and uses structured planning tools and risk modeling to develop financial plans tailored to client needs.
John B
Series 63, Series 66
Green Bay, WI
Morgan Stanley
John Bull is a financial advisor with Morgan Stanley Wealth Management based in Green Bay, WI. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior career includes roles at Wells Fargo Bank NA, Wells Fargo Clearing, and Wells Fargo Advisors Financial Network. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs for individuals and institutional clients, including customized financial planning supported by firm-approved tools and resources.
Michelle P
Series 66
Green Bay, WI
Morgan Stanley
Michelle Piontek is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2007, currently serving clients through Morgan Stanley Wealth Management in Green Bay, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.
Lori H
Series 65, Series 63
Green Bay, WI
Morgan Stanley
Lori Harris is a financial advisor at Morgan Stanley in Green Bay, WI, with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and BMO Harris Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.
Perri D
Series 63, Series 66
Green Bay, WI
Morgan Stanley
Perri Desautel is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that utilize modeling techniques such as Monte Carlo simulations.
Eric K
Series 63, Series 65
Green Bay, WI
Morgan Stanley
Eric Kapla is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in two real estate-related businesses based in Green Bay, Wisconsin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.
Bobbi V
Series 66
Green Bay, WI
Morgan Stanley
Bobbi Van Eperen is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.
Scott A
Series 66
Green Bay, WI
Morgan Stanley
Scott Arett is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 25 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee with power of attorney authority for certain investment-related transactions. Morgan Stanley Wealth Management serves both individual and institutional clients by providing advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad investment services.
Cordero C
Series 66
Green Bay, WI
Morgan Stanley
Cordero Cornelious Barkley is a financial advisor at Morgan Stanley with Series 66 credentials and one year of industry experience. Prior to joining Morgan Stanley, he worked at TitletownTech Ventures LLC for seven years and Associated Bank N.A. for five years. He also serves as a board member of IVO Systems Inc., a construction and engineering firm, and is involved with the Fund for Wisconsin Scholars Inc., a nonprofit focused on youth education and hardship assistance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.
Jacob W
Series 65, Series 66
Green Bay, WI
Morgan Stanley
Jacob Williquette is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2015, currently working at Morgan Stanley Private Bank, N.A. since 2022. Williquette serves on the finance committees of two nonprofit organizations, Options for Independent Living and Goodwill NCW. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.
Rachel F
Series 66
Green Bay, WI
Morgan Stanley
Rachel Fletcher is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 credential and six years of industry experience. Prior to joining Morgan Stanley, she worked at Tender Hearts Assisted Living from 2016 to 2020. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.
Angela R
Series 66
Green Bay, WI
Morgan Stanley
Angela Reseburg is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at Financial Planning & Information Services and SII Investments, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.
Hans A
Series 63, Series 65
Green Bay, WI
Morgan Stanley
Hans Anderson is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and is currently with Morgan Stanley Private Bank, N.A. Anderson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized planning groups.
Renee B
Series 63, Series 65
Green Bay, WI
Morgan Stanley
Renee Brusky is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at LPL Financial and spent nearly a decade at BMO Harris Financial Advisors and BMO Harris Bank. Outside of her advisory role, Renee volunteers as a part-time organist at St. John’s Lutheran Church in Green Valley and serves as a committee member for the Shawano County Humane Society as well as Treasurer for United Way of Shawano County. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
Kurt K
Series 63, Series 65
Green Bay, WI
Morgan Stanley
Kurt Koehler is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.
Jayme B
Series 63, Series 66
Green Bay, WI
Morgan Stanley
Jayme Blohowiak is a financial advisor at Morgan Stanley in Green Bay, WI, with 14 years of industry experience. She has been with Morgan Stanley since 2015 and holds Series 63 and Series 66 designations. Outside of her advisory work, she is involved in clerical support for Extreme Entertainment. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced analytical tools.
Mary L
Series 66
Green Bay, WI
Morgan Stanley
Mary Lessuise is a Series 66-credentialed financial advisor with Morgan Stanley in Green Bay, WI, and has 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include retirement planning, private funds, and structured-product activities.
Joel B
Series 63, Series 65
Green Bay, WI
Morgan Stanley
Joel Bogenschuetz is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery conversations and advanced modeling tools.
Brenda L
Series 63, Series 65
Green Bay, WI
Morgan Stanley
Brenda La Combe is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Morgan Stanley in 2017, she worked at Bmo Harris Financial Advisors, M&I Trust Company, M&I Insurance Services, Bmo Harris Bank NA, and M&I Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and multiple investment strategies.
Jeremy K
Series 63, Series 66
Green Bay, WI
Morgan Stanley
Jeremy Kittoe is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 66 licenses and with 25 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Scottrade, Inc., spanning nearly two decades. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers these services both directly and through corporate financial planning agreements.
Jesse D
Series 66
Green Bay, WI
Morgan Stanley
Jesse Drake is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research, Inc. and Community First Credit Union. Outside of his advisory role, he serves as an athletic event worker for the Neenah Joint School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.
Sandra F
Series 66
Green Bay, WI
Morgan Stanley
Sandra Fletcher is a Series 66-licensed financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2012 and is currently part of Morgan Stanley Private Bank, N.A. in Green Bay, WI. Outside of her advisory role, she co-manages a rental property with her husband. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and investment research.
Kristyn M
Series 66
Green Bay, WI
Morgan Stanley
Kristyn Mcneill is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2017, following three years at Schenck Wealth Advisory. Outside of her advisory role, she is involved with Get Together LLC, an entertainment business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.
Nicole M
Series 63, Series 65
Green Bay, WI
Morgan Stanley
Nicole Mooren is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 65 licenses. Mooren is based in Green Bay, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.
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