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Nicholaus R

Series 63, Series 65

Lincoln, NE

Morgan Stanley

Nicholaus Richters is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 55 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and models.

General estate planning guidance
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Kenneth K

Series 63, Series 65

Lincoln, NE

Morgan Stanley

Kenneth Koop Jr. is a financial advisor with Morgan Stanley in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets from 1991 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Forrest A

Series 63, Series 65

Lincoln, NE

Morgan Stanley

Forrest Anderson Jr. is a financial advisor with Morgan Stanley in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 1993 to 2009. 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 tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate agreements.

General estate planning guidance
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Connor V

Series 66

Lincoln, NE

Morgan Stanley

Connor Vandewege is a financial advisor with Morgan Stanley in Lincoln, Nebraska, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Frontier Bank and Morgan Stanley Private Bank, N.A. Outside of finance, he has experience working at Nebraska Wesleyan University and the Country Club of Lincoln. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes.

General estate planning guidance
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Jani M

Series 66

Lincoln, NE

Morgan Stanley

Jani Martinez is a financial advisor with Morgan Stanley in Lincoln, Nebraska, holding a Series 66 designation and having 10 years of industry experience. Since 2016, Martinez has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of advising, Martinez serves as a judge for high school debate with Lincoln Public Schools and owns a consulting and retail business called Purium. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing firm‑approved tools and offers access to investment strategies through various affiliated entities.

General estate planning guidance
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Debra C

Series 65, Series 66

Lincoln, NE

Morgan Stanley

Debra Carey is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Morgan Stanley since 2016, following prior roles at Wells Fargo Clearing and Quick & Reilly, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market-based return estimates.

General estate planning guidance
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