Stillwater, MN Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,257

Across 1,020 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

270 Main Street N, Suite 100

Stillwater MN 55082

Advisors at this office

8

Advisors at this office

user avatar

Bradley K

Series 63, Series 65

Stillwater, MN

Morgan Stanley

Bradley Koch is a financial advisor with Morgan Stanley in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2018 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning services that typically do not include individual security recommendations.

General estate planning guidance
user avatar

Jennifer O

Series 66

Stillwater, MN

Morgan Stanley

Jennifer Olson is a financial advisor with Morgan Stanley in Stillwater, MN, holding a Series 66 designation and 23 years of industry experience. She has worked with Morgan Stanley Private Bank since 2016 and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary models as part of its financial planning process.

General estate planning guidance
user avatar

Matthew H

Series 66

Stillwater, MN

Morgan Stanley

Matthew Hanson is a financial advisor at Morgan Stanley in Stillwater, MN, holding a Series 66 credential and having five years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Thrivent Financial. Outside of his advisory work, he is involved with D1 Yraining in Saint Paul, where he provides personal fitness training to a small number of clients. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved planning tools and extensive asset management capabilities.

General estate planning guidance
user avatar

Aquib K

Series 66

Stillwater, MN

Morgan Stanley

Aquib Khan is a financial advisor with Morgan Stanley in Stillwater, MN, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee.

General estate planning guidance
user avatar

Nicholas K

Series 66

Stillwater, MN

Morgan Stanley

Nicholas Karbon is a financial advisor with Morgan Stanley in Stillwater, MN, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley Smith Barney llc since 2009 and currently works at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as Council Chairman and on the Building Committee for Christ the Lord Lutheran Church in Cottage Grove, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers investment planning tools that incorporate various modeling techniques, while generally acting in an advisory capacity without providing individual security recommendations as part of standalone plans.

General estate planning guidance
user avatar

Daniel D

Series 63, Series 66

Stillwater, MN

Morgan Stanley

Daniel De St. Aubin is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2013. Outside of his advisory role, he is involved in coaching youth athletes with the St. Croix Soccer Club. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides its services through structured planning processes supported by firm-approved tools and investment modeling.

General estate planning guidance
user avatar

Jennifer O

Series 63, Series 66

Stillwater, MN

Morgan Stanley

Jennifer Olson is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2011 and was previously with Merrill from 2008 to 2011. Outside of her advisory role, she is involved in managing rental property and farmland leases. 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
user avatar

Melissa K

Series 63, Series 65

Stillwater, MN

Morgan Stanley

Melissa Korman is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling, managing approximately $2.74 trillion in client assets.

General estate planning guidance
View complete list of advisors at this office
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