Grand Forks, ND Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

4

Of 23,178 advisors across 1,024 offices

Location

3105 South Washington

Grand Forks ND 58201

Advisors at this office

4

Advisors at this office

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Tanner M

CFP®, Series 66

Grand Forks, ND

Morgan Stanley

Tanner Moen is a Certified Financial Planner (CFP®) with over eight years of experience at Morgan Stanley in Grand Forks, ND. He has worked at Morgan Stanley and its Private Bank since 2016, focusing on wealth management services. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Joey M

ChFC®, Series 66

Grand Forks, ND

Morgan Stanley

Joey Miedema is a ChFC® and Series 66 credentialed financial advisor with 18 years of industry experience. He is currently with Morgan Stanley, having joined its Private Bank and Smith Barney divisions in 2024. His prior work history includes roles at infinex Investments, OSAIC Institutions, and Alerus. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm emphasizes structured financial planning supported by firm-approved tools and offers services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Whitley F

Series 65, Series 63

Grand Forks, ND

Morgan Stanley

Whitley Fedt is a financial advisor at Morgan Stanley with seven years of industry experience. Prior to joining Morgan Stanley in 2019, Whitley worked at U.S. Bank and First Community Credit Union. Outside of advising, Whitley is a partner in a restaurant and bar business based in Angus, Minnesota. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a range of investment and planning strategies.

General estate planning guidance
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Chad D

Series 66

Grand Forks, ND

Morgan Stanley

Chad Detienne is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Detienne serves as a board member of the Grand Forks Foundation for Education, where he helps guide support for student activities and community benefit programs. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering 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 alongside broad investment and product offerings.

General estate planning guidance
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