My Story

As a Certified Financial Planner™ and Chartered Market Technician®, I believe retirement planning extends beyond offering investment advice. It involves helping clients maintain the financial independence they've worked hard to achieve, ensuring they have the resources to pursue their most important goals. My approach focuses on understanding clients as individuals with unique goals, values, and circumstances, which guides the development of tailored strategies.

My consultative process begins with an in-depth discussion of your current finances and future objectives, emphasizing thorough analysis to identify potential issues that could impact your retirement plans. Together, we'll adjust your investment strategy as needed to accommodate changing conditions and address unforeseen expenses and income demands during retirement.
Schedule a chat with me.
Services Include
Securities Agent: FL, CA, TN, OK, MO, AZ, KY, CT, AR, WV, IL, IA, WI, VA, UT, KS, IN, ID, GA, TX, SC, AL, MN, HI, OR, NY, MI, CO, WA, NV, NC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1264973
AR Insurance License #: 8219194
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Brian Aarvig is a distinguished Portfolio Management Director and Financial Advisor dedicated to helping high-net-worth individuals grow and preserve their wealth with clarity and respect. With over 20 years of experience in financial advising, Brian understands that wealth is more than just numbers—it's a testament to a lifetime of hard work.

As a CERTIFIED FINANCIAL PLANNER™ professional, CHARTERED RETIREMENT PLANNING COUNSELOR℠, and Chartered Market Technician®, Brian offers a comprehensive approach to wealth management. He is also an Associated Person of the National Futures Association and a member of the Market Technicians Association, helping ensure his clients benefit from a deep well of experience and innovative solutions.

Brian's military background as an officer in the United States Army, including service with the 82nd Airborne Division and the United States Army Special Operations Command, instills a disciplined and strategic approach to financial planning. His clients appreciate his ability to help manage taxes, protect and grow assets, and enhance their financial comfort.

A graduate of Marquette University with a Bachelor of Arts in Economics, Brian further honed his skills with executive education from Stanford University's Graduate School of Business. Residing in Roscoe, Illinois, he enjoys family, aviation, fitness, and the outdoors in his spare time.

To explore how Brian can assist in achieving your financial goals, visit his profile at advisor.morganstanley.com/brian.k.aarvig or contact him directly at 815-639-4132 or brian.k.aarvig@morganstanley.com.
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      This essential resource provides a detailed overview of the 2025 tax rate schedule, outlining limits for education and health savings accounts, retirement contributions, deductions and more. With tax season approaching, staying well informed is essential.
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    Location

    2126 N Perryville Rd
    Rockford, IL 61107
    US
    Direct:
    (815) 639-4132(815) 639-4132
    Toll-Free:
    (800) 888-9735(800) 888-9735
    Fax:
    (815) 639-4110(815) 639-4110
    Wealth Management
    Global Investment Office

    Portfolio Insights

    Read More about On the Markets
    Read "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
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    A Simple Six-Step Retirement Checkup
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    A Simple Six-Step Retirement Checkup

    Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
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    Rational Investing in an Age of Uncertainty
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    Rational Investing in an Age of Uncertainty

    When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

    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
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    529 Plans: A Powerful Tool to Save for Education
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    529 Plans: A Powerful Tool to Save for Education

    Though education costs continue to climb, starting to save and invest early can make a difference.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Qualified Retirement Plans
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    Financial Planning for Life After Selling a Business
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    Financial Planning for Life After Selling a Business

    Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
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    Donor Advised Funds: A Smart Way to Manage Your Giving
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    Donor Advised Funds: A Smart Way to Manage Your Giving

    There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.
    Ready to start a conversation? Contact Brian K Aarvig today.
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