Alix Magner, CFP®
Senior Vice President,
Financial Advisor,
Investing with Impact Director,
Family Wealth Director
Direct:
(612) 340-6753(612) 340-6753
My Mission Statement
Working with you to help align your wealth with your values.
Welcome
You probably work in a leadership role at a dynamic, disruptive, or transformative company. It’s no surprise that you have neither the time nor mental energy to properly manage your increasingly complex finances. Your career and/or family fully consume those resources.
You’ve always had a pretty good understanding of your finances, but in the midst of balancing work, family, and personal life, you’re overwhelmed. You’re wondering…
• Am I saving the right amount of money in the right places?
• Am I making the best decisions about turning my company equity into something I can enjoy?
• When can I afford to leave my company, and how should I plan for that?
• Why did I pay so much in taxes last year? How can I reduce what I owe this year?
• As complicated as my situation is, am I missing anything?
Who We Serve:
We are based in San Francisco and Minneapolis and service clients across the country. We most frequently work with families, early employees, and professional leaders.
You’ve always had a pretty good understanding of your finances, but in the midst of balancing work, family, and personal life, you’re overwhelmed. You’re wondering…
• Am I saving the right amount of money in the right places?
• Am I making the best decisions about turning my company equity into something I can enjoy?
• When can I afford to leave my company, and how should I plan for that?
• Why did I pay so much in taxes last year? How can I reduce what I owe this year?
• As complicated as my situation is, am I missing anything?
Who We Serve:
We are based in San Francisco and Minneapolis and service clients across the country. We most frequently work with families, early employees, and professional leaders.
Securities Agent: NM, NV, NC, AZ, VT, SD, ND, MN, MI, TN, PA, OR, FL, UT, OH, NY, MO, GA, AL, TX, MD, SC, MA, DC, WA, RI, DE, CA, WI, VA, NJ, NH, IN, IL, IA, CT, CO, OK; General Securities Representative; Investment Advisor Representative
NMLS#: 2084540
NMLS#: 2084540
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Team
Charles Kerl, CFP®, First Vice President, Investing with Impact Director
Charles helps to build sustainable investment strategies that take into account both a client's long term financial goals and the environmental and social aspects of their investments. Charles serves as the team's financial planning and investing leader. Charles uses his experience in advanced stock options, retirement cash flow and business succession planning to help clients make wise financial decisions and live more satisfying lives. He also has a deep experience in philanthropic planning strategies.
Charles joined Morgan Stanley in 2011 after graduating from DePaul University. When he's not providing financial advice, Charles spends his free time bicycling, on backcountry camping trips in the California wilderness, playing ultimate Frisbee and volunteering with financial literacy organizations.
Charles.Kerl@morganstanley.com
+1 415-693-6652
Learn More About CharlesCharles joined Morgan Stanley in 2011 after graduating from DePaul University. When he's not providing financial advice, Charles spends his free time bicycling, on backcountry camping trips in the California wilderness, playing ultimate Frisbee and volunteering with financial literacy organizations.
Charles.Kerl@morganstanley.com
+1 415-693-6652
Alix Magner
Alix takes special care in establishing a big picture view of her clients’ values and goals and helps develop strategies that consider their whole selves.
In her career as an executive in the sporting goods industry, Alix developed deep experience in business finance and strategy. She also won a “Best and Brightest Under 35” award for her leadership and diversity and inclusion work in the bicycle industry. Alix is a relentless adventure junkie with a passion for learning. In 2018, she graduated from Stanford’s Innovation and Entrepreneurship program.
On the weekends, she is most often found bicycling outside to train for an upcoming event. Alix is part of the Twin Cities Impact Investing Ecosystem through the Impact Hub as well as involved with Net Impact and the Social Enterprise Association. She also serves on the board of the St. Paul College Foundation. Alix lives with her wife and children in South Minneapolis.
Alix.Magner@morganstanley.com
+1 612-340-6753
In her career as an executive in the sporting goods industry, Alix developed deep experience in business finance and strategy. She also won a “Best and Brightest Under 35” award for her leadership and diversity and inclusion work in the bicycle industry. Alix is a relentless adventure junkie with a passion for learning. In 2018, she graduated from Stanford’s Innovation and Entrepreneurship program.
On the weekends, she is most often found bicycling outside to train for an upcoming event. Alix is part of the Twin Cities Impact Investing Ecosystem through the Impact Hub as well as involved with Net Impact and the Social Enterprise Association. She also serves on the board of the St. Paul College Foundation. Alix lives with her wife and children in South Minneapolis.
Alix.Magner@morganstanley.com
+1 612-340-6753
New Client Roadmap
We have designed this process to give you (and us) a framework for making an educated and informed decision about working together.
For people who are potentially a good fit, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.
For people who are potentially a good fit, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.
Connection Call
The first step in our process is a short 15-minute call to learn more about each other. This is where we get a general idea of where you’re at today, and what’s on your mind. We’ll share a little about our process too, and this is where we decide if we’re a good fit.
First Office Meeting
In our first meeting we take the time to get clear on your money values, where you’re at now and your goals for the future. We’ll get a clearer picture of your current financial situation, and dig into the questions that brought you to us in the first place. Then you decide if you’d like to move forward in working together. If so, we move forward to the next meeting. If not, that’s just fine. There is never any pressure.
Our Analysis
In between our meetings, we review your documents and your goals and put together a strategy to answer some key questions.
Second Office Meeting
During this meeting we explain, in plain English, your options and opportunities and some strategies that you can implement right away. Then we'll decide on a clear road-map forward.
Who We Serve
If you want to live a full and fulfilling life, want someone who puts your best interests first, relies on evidence, and is committed to helping you achieve great outcomes with money and in life, then I'm likely to be a fit for you.
Work With Me
We focus on serving mid-career professionals in tech, business and clean energy.
I understand the unique challenges, pressures and opportunities facing professionals, especially women, and I am here to help. No matter the work they do, my clients are motivated to achieve their long-term financial goals while creating a more just and sustainable world.
Let's talk about how you can align your money with your values and create an impact. Schedule a 15 minute phone call with me to start the conversation!
Schedule a Call With MeI understand the unique challenges, pressures and opportunities facing professionals, especially women, and I am here to help. No matter the work they do, my clients are motivated to achieve their long-term financial goals while creating a more just and sustainable world.
Let's talk about how you can align your money with your values and create an impact. Schedule a 15 minute phone call with me to start the conversation!
Pricing
We do our best work and provide the most value to people who have comprehensive planning and investing needs and who have savings of $750,000 or more. We develop deep and lasting relationships with our clients to support them in making financial decisions throughout their lives.
Serving Clients Throughout the U.S.
We serve clients in all major U.S. metropolitan areas via a combination of virtual and in-person meetings. We have on-demand meeting space available in every major city.
Location
225 South 6th St
Ste 5300
Minneapolis, MN 55402
US
Direct:
(612) 340-6753(612) 340-6753
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Alix Magner today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
