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Cooper L
Series 66
Wayzata, MN
Morgan Stanley
Cooper Lukenda is a Series 66-licensed financial advisor with Morgan Stanley, based in Wayzata, MN, and has three years of industry experience. He has been with Morgan Stanley since 2022 and previously worked at Solifi and St. Olaf College, where he also serves as an assistant men's golf coach. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment services, including programs informed by its Global Investment Committee’s analyses.
Nicholas S
Series 66
Wayzata, MN
Morgan Stanley
Nicholas Stern is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2018 and previously worked at LoCorr Funds. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a 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 supported by firm-approved tools and investment research.
John N
Series 63
Wayzata, MN
Morgan Stanley
John Naslund is a financial advisor at Morgan Stanley with 44 years of industry experience. He has worked at Citigroup Global Markets since 1981 and has been with Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. He holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-driven planning process.
Gretchen B
Series 66
Wayzata, MN
Morgan Stanley
Gretchen Bennett is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she is the sole proprietor of Lone Oak Companies LLC, a business related to rental property management in Rockford, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling.
Ryan J
Series 63, Series 66
Wayzata, MN
Morgan Stanley
Ryan Johnson is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. 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 uses a structured planning process with firm-approved tools and incorporates a wide range of investment and financial services.
Russell S
Series 63, Series 65
Wayzata, MN
Morgan Stanley
Russell Stains is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their planning approach incorporates firm-approved tools and modeling techniques but does not include individual security recommendations as part of standalone plans.
Amy E
Series 66
Wayzata, MN
Morgan Stanley
Amy Erck is a financial advisor at Morgan Stanley with a Series 66 credential and five years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2018 and has prior experience at The Fountain Group, Beacon Hill Staffing Group, Kroll Ontrack, and operated a law office from 2013 to 2017. 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 supported by structured discovery tools and scenario modeling, and manages approximately $2.74 trillion in client assets.
Lauren B
Series 66
Wayzata, MN
Morgan Stanley
Lauren Boulware is a financial advisor at Morgan Stanley with 16 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2016 and was previously with RBC Capital Markets Corporation from 2009 to 2016. She holds a Series 66 credential. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and planning tools as part of its financial planning process.
Kadee W
Series 66
Wayzata, MN
Morgan Stanley
Kadee Watkins is a financial advisor at Morgan Stanley with two years of industry experience. She holds the Series 66 credential and has worked at multiple firms including Morgan Stanley Private Bank, N.A. and LPL Financial, LLC. Outside of her advisory role, she is involved as a fitness instructor with The Barre and serves on the finance committee of the Orono Foundation for Education. Morgan Stanley Wealth Management provides a broad range of 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 retail and institutional investment solutions.
Kyle B
Series 63, Series 65
Wayzata, MN
Morgan Stanley
Kyle Beeson is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and having nine years of industry experience. His career includes seven years at Morgan Stanley and three years at Ameriprise Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.
Daniel A
Series 63, Series 65
Wayzata, MN
Morgan Stanley
Daniel Ament is a financial advisor with Morgan Stanley Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he frequently appears as a guest commentator on radio shows, providing financial market insights on stations including WCCO Radio and Cities 97. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and a dedicated Financial Advisors and Estate Planning Strategies Group.
Erica F
Series 66
Wayzata, MN
Morgan Stanley
Erica Frantz is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets for 12 years before joining Morgan Stanley in 2025. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.
Donald C
Series 66
Wayzata, MN
Morgan Stanley
Donald Constable is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and previously worked as a professional golfer for seven years before entering the financial services field. Outside of advising, he is a partner at Double Eagle Partners LLC, a business involved in business development and labor services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and makes use of tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates to model financial outcomes.
Nathan B
Series 66
Wayzata, MN
Morgan Stanley
Nathan Brennan is a Series 66-licensed financial advisor with Morgan Stanley in Wayzata, MN, with one year of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Lowe's, Concordia University, and Gustavus Adolphus College. Outside of his advisory work, he has been involved as an employee and intern with Aesthetic Enhancement Solutions, a healthcare and cosmetic business in Orono, Minnesota. Morgan Stanley Wealth Management serves individuals and institutional clients through a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but generally does not provide individual security recommendations as part of standalone plans.
Jeremy M
Series 63, Series 65
Wayzata, MN
Morgan Stanley
Jeremy Mitchell is a financial advisor at Morgan Stanley with five years of industry experience. His prior roles include positions at Howden Re, Fidelity Brokerage Services LLC, and Thrivent Investment Management Inc. Outside of his advisory work, he has been involved in a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.
Sean K
Series 66
Wayzata, MN
Morgan Stanley
Sean Kane is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in property management as a partner in a rental property venture in Wayzata, Minnesota. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.
Brian W
Series 65, Series 66
Wayzata, MN
Morgan Stanley
Brian Warpinski is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 65 and Series 66 licenses and possessing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2008, respectively. He serves on the finance committee of the Aim Higher Foundation, a nonprofit focused on children, youth, and education in St. Paul, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides various investment and planning services across retail and institutional markets.
Maxwell G
Series 66
Wayzata, MN
Morgan Stanley
Maxwell Greseth is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His background includes roles within Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as previous experience in small business operations. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.
Karla L
Series 66
Wayzata, MN
Morgan Stanley
Karla Lindsay is a financial advisor at Morgan Stanley in St. Paul, Minnesota, with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2012. Outside of her advisory work, she is involved as an artist and has a role in a retail and online footwear business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.
Lucas H
Series 63, Series 66
Wayzata, MN
Morgan Stanley
Lucas Hemling is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His work history includes roles at Integrated Equity Management, Commonwealth Financial Network, Thrivent Financial, and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to develop personalized plans.
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