Lincoln, NE 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

1248 O Street, Suite 1100

Lincoln NE 68508

Advisors at this office

6

Advisors at this office

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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.

General estate planning guidance
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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 31 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, with earlier experience at Citigroup Global Markets dating back to 1991. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support client financial plans.

General estate planning guidance
user avatar

Forrest A

Series 63, Series 65

Lincoln, NE

Morgan Stanley

Forrest Anderson Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 49 years of experience to his role. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured planning process supported by proprietary tools and offers access to extensive investment resources and products.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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Debra C

Series 66, Series 65

Lincoln, NE

Morgan Stanley

Debra Carey is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 and Series 65 credentials and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning services supported by proprietary tools and a structured planning process.

General estate planning guidance
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