Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Nancy H
Series 63
Sioux Falls, SD
Morgan Stanley
Nancy Higgins is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Higgins holds a Series 63 designation and is based in Sioux Falls, SD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.
David H
Series 66
Sioux Falls, SD
Morgan Stanley
David Henry is a financial advisor with Morgan Stanley in Sioux Falls, SD, holding a Series 66 designation and two years of industry experience. His prior roles include positions at CBI Bank and Trust, First Savings Bank, and the South Dakota Division of Banking. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
Hugh V
Series 63, Series 65
Sioux Falls, SD
Morgan Stanley
Hugh Venrick is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, Venrick serves on the Board of Trustees for Avera McKennan Hospital and acts as a FINRA Dispute Resolution Arbitrator. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.
Corey W
Series 66
Sioux Falls, SD
Morgan Stanley
Corey Weide is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015. Outside of his advisory role, Corey volunteers with the Sioux Falls Area Chamber of Commerce and serves as Secretary on the board of DakotAbilities, a health and welfare organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and utilizes tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.
Brian S
Series 66
Sioux Falls, SD
Morgan Stanley
Brian Stern is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and previously worked at Stern Oil Company Inc. for 16 years. Stern is based in Sioux Falls, SD. 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 and financial planning services that utilize structured discovery and firm-approved planning tools.
Robert H
Series 66
Sioux Falls, SD
Morgan Stanley
Robert Hall is a financial advisor with Morgan Stanley in Sioux Falls, South Dakota, holding a Series 66 designation and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, Hall serves on the Finance Committee of Saint John Paul II Catholic Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and employing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.
Andrew V
Series 66
Sioux Falls, SD
Morgan Stanley
Andrew Venrick is a Series 66-licensed financial advisor with Morgan Stanley in Sioux Falls, SD, with five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, he owns Ridge Road Hospitality, a service business focused on home repairs and property maintenance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with tailored financial planning and a broad 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 investment committee analyses.
Andrea W
Series 66
Sioux Falls, SD
Morgan Stanley
Andrea Weber is a financial advisor with Morgan Stanley in Sioux Falls, SD, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at IFAM Capital and held multiple roles at the University of Sioux Falls, among other positions. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and approved tools, with a focus on advisory services rather than individual security recommendations.
Rebecca W
Series 63, Series 66
Sioux Falls, SD
Morgan Stanley
Rebecca Wittrock is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2017, following prior roles at Wells Fargo Clearing, HomeMaker, and the Glendale Elementary School District. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.
Thaddeus B
Series 63, Series 65
Sioux Falls, SD
Morgan Stanley
Thaddeus Barnes is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009, also working at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and analytical tools to model outcomes, serving clients through both direct and corporate financial planning arrangements.
Samuel G
Series 66
Sioux Falls, SD
Morgan Stanley
Samuel Gotham is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following four years at Lawrence & Schiller. Outside of his advisory role, he is a partner in an investment fund and also involved in a residential Christmas lighting business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory services to both individual and institutional clients, using structured planning tools and a variety of investment programs.
Andrew D
Series 66
Sioux Falls, SD
Morgan Stanley
Andrew Demore is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He is based in Sioux Falls, SD. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and scenario modeling.
Keaton D
Series 63, Series 66
Sioux Falls, SD
Morgan Stanley
Keaton Deiter is a financial advisor at Morgan Stanley in Sioux Falls, SD, with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, American Bank and Trust, JPMorgan Chase, and Wells Fargo. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.
Daniel G
Series 63, Series 65
Sioux Falls, SD
Morgan Stanley
Daniel Goeman is a financial advisor with Morgan Stanley in Sioux Falls, SD, holding Series 63 and Series 65 licenses and with 32 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. Outside of his advisory role, he serves as a director for Sioux Falls Cyclones Inc., a nonprofit organization promoting youth baseball. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools to model client outcomes, with broad offerings across retail and institutional markets.
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