Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Edward C
Series 63, Series 65
Rapid City, SD
Morgan Stanley
Edward Cook is a financial advisor with Morgan Stanley in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory approach.
Daniel R
Series 63, Series 65
Rapid City, SD
Morgan Stanley
Daniel Rasby is a financial advisor with Morgan Stanley in Rapid City, South Dakota, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its advisory services.
Vicki S
Series 63, Series 65
Rapid City, SD
Morgan Stanley
Vicki Schilling is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory work, she serves as an operating manager for Anderson Land Co. LLC, negotiating land leases in Zeibach County. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.
Maegen W
Series 66
Rapid City, SD
Morgan Stanley
Maegen Wallum is a financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Wallum holds a Series 66 designation and is based in Rapid City, South Dakota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.
Jordan C
Series 66
Rapid City, SD
Morgan Stanley
Jordan Cook is a financial advisor with Morgan Stanley in Rapid City, SD, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves as a power of attorney and executor in estate-related matters. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, supported by investment research and modeling techniques.
Peter S
Series 66
Rapid City, SD
Morgan Stanley
Peter Saffell is a financial advisor at Morgan Stanley in Rapid City, SD, holding a Series 66 designation with eight years of industry experience. He worked at All American Roofing & Sales, Inc. from 2016 to 2018 before joining Morgan Stanley, where he has been since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
Brian O
Series 63, Series 65
Rapid City, SD
Morgan Stanley
Brian Ogle is a financial advisor with Morgan Stanley in Rapid City, South Dakota, holding Series 63 and Series 65 licenses and bringing 27 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 an assistant baseball coach with Post 22 Baseball in Rapid City. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory services to individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery and approved planning tools, serving clients through direct relationships and corporate financial planning agreements.
Spencer M
Series 63, Series 65, Series 66
Rapid City, SD
Morgan Stanley
Spencer Miller is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved as a sole proprietor in a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.
Lori N
Series 63, Series 66
Rapid City, SD
Morgan Stanley
Lori Neisent is a financial advisor with Morgan Stanley in Rapid City, SD, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeling techniques.
Cheryl H
Series 63, Series 66
Rapid City, SD
Morgan Stanley
Cheryl Haugse is a financial advisor at Morgan Stanley with 37 years of industry experience. She has held her current role since 2011 at Morgan Stanley Smith Barney. Haugse holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
Christopher K
Series 66
Rapid City, SD
Morgan Stanley
Christopher Kilpatrick is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Kilpatrick serves on the boards of Black Hills Sports Inc. and Westhills Village Senior Living, where he is also involved in finance and business development committees. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning emphasizes structured discovery and firm-approved tools, providing advisory services without individual security recommendations in standalone plans.
Leisa N
Series 63, Series 66
Rapid City, SD
Morgan Stanley
Leisa Nash is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning arrangements.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters