Sioux Falls, SD Cherapa Place Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,206

Across 1,016 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

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

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

300 Cherapa Place, Suite 503

Sioux Falls SD 57103

Advisors at this office

14

Advisors at this office

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Nancy H

Series 63

Sioux Falls, SD

Morgan Stanley

Nancy Higgins is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Higgins holds a Series 63 designation and is based in Sioux Falls, SD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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David H

Series 66

Sioux Falls, SD

Morgan Stanley

David Henry is a financial advisor with Morgan Stanley in Sioux Falls, SD, holding a Series 66 designation and two years of industry experience. His prior roles include positions at CBI Bank and Trust, First Savings Bank, and the South Dakota Division of Banking. 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, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Hugh V

Series 63, Series 65

Sioux Falls, SD

Morgan Stanley

Hugh Venrick is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, Venrick serves on the Board of Trustees for Avera McKennan Hospital and acts as a FINRA Dispute Resolution Arbitrator. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

General estate planning guidance
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Corey W

Series 66

Sioux Falls, SD

Morgan Stanley

Corey Weide is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015. Outside of his advisory role, Corey volunteers with the Sioux Falls Area Chamber of Commerce and serves as Secretary on the board of DakotAbilities, a health and welfare organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and utilizes tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

General estate planning guidance
user avatar

Brian S

Series 66

Sioux Falls, SD

Morgan Stanley

Brian Stern is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and previously worked at Stern Oil Company Inc. for 16 years. Stern is based in Sioux Falls, SD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved planning tools.

General estate planning guidance
user avatar

Robert H

Series 66

Sioux Falls, SD

Morgan Stanley

Robert Hall is a financial advisor with Morgan Stanley in Sioux Falls, South Dakota, holding a Series 66 designation and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, Hall serves on the Finance Committee of Saint John Paul II Catholic Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and employing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

General estate planning guidance
user avatar

Andrew V

Series 66

Sioux Falls, SD

Morgan Stanley

Andrew Venrick is a Series 66-licensed financial advisor with Morgan Stanley in Sioux Falls, SD, with five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, he owns Ridge Road Hospitality, a service business focused on home repairs and property maintenance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee analyses.

General estate planning guidance
user avatar

Andrea W

Series 66

Sioux Falls, SD

Morgan Stanley

Andrea Weber is a financial advisor with Morgan Stanley in Sioux Falls, SD, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at IFAM Capital and held multiple roles at the University of Sioux Falls, among other positions. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and approved tools, with a focus on advisory services rather than individual security recommendations.

General estate planning guidance
user avatar

Rebecca W

Series 63, Series 66

Sioux Falls, SD

Morgan Stanley

Rebecca Wittrock is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2017, following prior roles at Wells Fargo Clearing, HomeMaker, and the Glendale Elementary School District. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
user avatar

Thaddeus B

Series 63, Series 65

Sioux Falls, SD

Morgan Stanley

Thaddeus Barnes is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009, also working at Morgan Stanley Private Bank, N.A. since 2015. 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’s financial planning process uses structured discovery and analytical tools to model outcomes, serving clients through both direct and corporate financial planning arrangements.

General estate planning guidance
user avatar

Samuel G

Series 66

Sioux Falls, SD

Morgan Stanley

Samuel Gotham is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following four years at Lawrence & Schiller. Outside of his advisory role, he is a partner in an investment fund and also involved in a residential Christmas lighting business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory services to both individual and institutional clients, using structured planning tools and a variety of investment programs.

General estate planning guidance
user avatar

Andrew D

Series 66

Sioux Falls, SD

Morgan Stanley

Andrew Demore is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He is based in Sioux Falls, SD. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and scenario modeling.

General estate planning guidance
user avatar

Keaton D

Series 63, Series 66

Sioux Falls, SD

Morgan Stanley

Keaton Deiter is a financial advisor at Morgan Stanley in Sioux Falls, SD, with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, American Bank and Trust, JPMorgan Chase, and Wells Fargo. 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 methodologies.

General estate planning guidance
user avatar

Daniel G

Series 63, Series 65

Sioux Falls, SD

Morgan Stanley

Daniel Goeman is a financial advisor with Morgan Stanley in Sioux Falls, SD, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a director for Sioux Falls Cyclones Inc., a nonprofit organization promoting youth baseball. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools to model client outcomes, with broad offerings across retail and institutional markets.

General estate planning guidance
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