Welcome

We help our clients accumulate, preserve, and distribute their wealth in the most tax advantaged way. Our team, backed by the global resources of Morgan Stanley, has the array of products, depth of knowledge, and breadth of experience for comprehensive wealth management.

We strive to provide our clients with premium, personalized service in their relationship with Morgan Stanley. We have a process in place that reflects our commitment to customized solutions in accordance with their needs, goals, and dreams.

We embody the idea that we earn our clients’ trust by always putting their interests first. Our clients reside at the center of our vision. We strive to build deep relationships with our clients based on mutual trust, honesty, and integrity. We believe that our clients’ success is our success.
Services Include
  • Financial Planning1
  • Wealth Management2
  • Retirement Planning3
  • 401(k) Rollovers
  • Professional Portfolio Management4
  • Estate Planning Strategies5
Securities Agent: WI, WY, WA, VA, OR, OK, OH, NV, NJ, NH, NC, MO, MN, MI, ME, MA, IL, IA, GA, FL, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1826765
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

We believe your first step towards a successful comprehensive wealth management plan is building a relationship with a Financial Advisor. Because we recognize that every client is unique, we approach every relationship through these five steps:
1.Understanding you. Our relationship starts with a frank conversation to help us understand your goals and particular needs.
2.Analyzing your needs. We review and analyze your current financial situation and evaluate various strategies that could be employed to help you reach your goals.
3.Tailoring your solution. We evaluate and recommend the appropriate wealth management combinations for your strategy and we make sure you understand them.
4.Carrying out your choices. We help you implement the wealth management strategies that you have chosen.
5.Staying committed to you. We maintain an ongoing commitment to the relationship through regular contact, timely information, and seeing that your questions or concerns are resolved.

    Clients

    Statement of Commitment

    From The Bogenschuetz Group
    We want you to understand how we work with you and what it takes for us to build a successful working relationship together. Ultimately, an informed and engaged client is our most valuable asset.
    •We succeed only by helping you succeed.
    •We will put the resources of our team and our Firm behind you to help you reach your goals and dreams.
    •We are committed to understanding you, your personal wealth management needs, your tolerance for risk, time horizon, and any other factors that may affect our recommendations.
    •We will help you understand your wealth management choices.
    •We will help you set realistic expectations about the long-term performance and associated risks of those choices.
    •We will be available for regular conversations with you about the status of your wealth management plan and changes in your personal profile.
    •We will work with your attorneys, accountants, and other financial providers and the recommendations they make.
    •We will provide timely account and transaction information that accurately reflects the investment positions you hold with us.
    •We will disclose information related to the way we are paid by you as a client.
    •We will share with you our policies and practices related to the privacy of the personal information you provide us.
    •If you have an issue, we will make it our priority to help address it.
    •We will do our best to build and justify your trust in us.

      Experience

      We collectively have over 43 years experience in the financial services industry. We have found there are primarily fourteen wealth management issues that families deal with:
      •Investment Issues
      •Insurance Issues
      •Liability Issues
      •Tax Issues
      •Qualified Retirement Plan/IRA Issues
      •Wills/Trusts/Financial Power of Attorney/Healthcare Power of Attorney Issues
      •Executor/Trustee Issues
      •Distribution of Wealth Issues
      •Charitable Inclinations at Death Issues
      •Titling of Assets Issues
      •Gifting to Children/Descendent Issues
      •Charitable Gifting During Life Issues
      •Stock Options Issues
      •Business Succession Planning Issues

        Client Service Team

        • Kristyn McNeill - Registered Client Service Associate
          Kristyn McNeill joined the Morgan Stanley Green Bay office in 2017. Kristyn is a 2013 graduate of the University of Wisconsin – Oshkosh where she earned a Bachelor of Business Administration in Economics. Prior to Morgan Stanley, Kristyn spent three years in the industry. Kristyn holds the title of Registered Client Service Associate.

        Location

        111 N Washington St 4th
        Fl Ste410
        Green Bay, WI 54301
        US
        Direct:
        (920) 436-5601(920) 436-5601
        Toll-Free:
        (800) 525-2396(800) 525-2396
        Fax:
        (920) 436-5631(920) 436-5631
        111 N Washington St
        Suite 410
        Green Bay, WI 54301
        US
        Direct:
        (920) 436-5601(920) 436-5601
        Investment and Market Perspectives

        On the Markets

        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
        The Simple Six-Step Retirement Checkup

        The 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
        Investing in Artificial Intelligence and Automation

        Investing in Artificial Intelligence and Automation

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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
        A Parent's Guide to Talking to Your Kids About Money

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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
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
        Facing Financial Stress? Your Employer May Be Able to Help

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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
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        Market Information Delayed 20 Minutes
        1Morgan 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.

        2Morgan 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.

        3Morgan 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.

        4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

        5Morgan 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.

        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.

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        The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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”) 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.


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