Lincoln, NE Office
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Morgan Stanley
Institution
Firm-wide stats for Morgan Stanley
About
Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.
MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.
Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.
Based on Morgan Stanley
Location
1248 O Street, Suite 1100
Lincoln NE 68508
Advisors at this office
6
Advisors at this office
Nicholaus R
Series 63, Series 65
Lincoln, NE
Morgan Stanley
Nicholaus Richters is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 55 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and models.
Kenneth K
Series 63, Series 65
Lincoln, NE
Morgan Stanley
Kenneth Koop Jr. is a financial advisor with Morgan Stanley in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets from 1991 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.
Forrest A
Series 63, Series 65
Lincoln, NE
Morgan Stanley
Forrest Anderson Jr. is a financial advisor with Morgan Stanley in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate agreements.
Connor V
Series 66
Lincoln, NE
Morgan Stanley
Connor Vandewege is a financial advisor with Morgan Stanley in Lincoln, Nebraska, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Frontier Bank and Morgan Stanley Private Bank, N.A. Outside of finance, he has experience working at Nebraska Wesleyan University and the Country Club of Lincoln. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes.
Jani M
Series 66
Lincoln, NE
Morgan Stanley
Jani Martinez is a financial advisor with Morgan Stanley in Lincoln, Nebraska, holding a Series 66 designation and having 10 years of industry experience. Since 2016, Martinez has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of advising, Martinez serves as a judge for high school debate with Lincoln Public Schools and owns a consulting and retail business called Purium. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing firm‑approved tools and offers access to investment strategies through various affiliated entities.
Debra C
Series 65, Series 66
Lincoln, NE
Morgan Stanley
Debra Carey is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Morgan Stanley since 2016, following prior roles at Wells Fargo Clearing and Quick & Reilly, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market-based return estimates.
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