Bismarck, ND Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

6

Of 23,178 advisors across 1,024 offices

Location

4207 Boulder Ridge Road

Bismarck ND 58503

Advisors at this office

6

Advisors at this office

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Steve A

Series 63, Series 65

Bismarck, ND

Morgan Stanley

Steve Anderson is a financial advisor with Morgan Stanley in Bismarck, ND, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning using firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers diverse investment products alongside planning services.

General estate planning guidance
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Brodey G

Series 66

Bismarck, ND

Morgan Stanley

Brodey Geiger is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior work includes roles at Capital Credit Union, CUSO Financial Services, and Rod Skytland Insurance Agency. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of investment and planning solutions.

General estate planning guidance
user avatar

Jesse S

CFP®, Series 66

Bismarck, ND

Morgan Stanley

Jesse Sailer is a financial advisor with Morgan Stanley in Bismarck, ND, holding CFP® and Series 66 designations and having three years of industry experience. He previously worked at Bremer Bank, N.A. for nine years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he owns and operates Hearth Properties, LLC, a real estate business focused on property management. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through a variety of investment and planning services.

General estate planning guidance
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Chase L

Series 66

Bismarck, ND

Morgan Stanley

Chase Lako is a financial advisor with Morgan Stanley in Bismarck, ND, holding a Series 66 designation and having six years of industry experience. Prior to his current role at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, he was involved in Lako Excavating. Outside of finance, he participates as a contestant in the Professional Rodeo Cowboys Association and manages a hobby involving horse sales. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a variety of advisory programs to individuals and institutional clients, including comprehensive financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services ranging from tailored financial plans to institutional investment solutions.

General estate planning guidance
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Michelle E

Series 63, Series 65

Bismarck, ND

Morgan Stanley

Michelle Edwards is a financial advisor with Morgan Stanley in Bismarck, ND, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 2000. Outside of her advisory role, she is the sole proprietor of a nutritional supplements distribution business. 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 strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Joseph D

Series 66

Bismarck, ND

Morgan Stanley

Joseph Dosch is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He previously worked at Dosch Hospitality Inc. for over a decade and serves as a board member of that company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analyses.

General estate planning guidance
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