Brian J. Klecan
First Vice President, Wealth Management,
Financial Advisor
Direct:
(952) 921-1991(952) 921-1991
Toll-Free:
(800) 927-1990(800) 927-1990
My Mission Statement
My mission is to be your dedicated financial advisor, taking the reins so you can focus on life. I offer comprehensive, education-driven guidance that can help meet your unique goals and needs.
I achieve this by delivering holistic, responsive guidance and leveraging the comprehensive capabilities of the world's preeminent wealth management firm.
I achieve this by delivering holistic, responsive guidance and leveraging the comprehensive capabilities of the world's preeminent wealth management firm.
My Story and Services
Brian Klecan, is a dedicated financial advisor who approaches his work with a deep sense of responsibility and focus on empowering his clients. His professional path began with a Tax and Financial Advisory career in New York, where he developed the ability to be a financial quarterback for his clients. Striving to ensure that the CPA or attorney working with his client, did so in a holistic manner.
Brian made the decision to relocate from New York to Minnesota, recognizing the potential opportunities at Morgan Stanley and the chance to contribute to his clientele in this new environment.
This move while a considerable undertaking reflects Brian's readiness to embrace new challenges and grow professionally.
The decision to build his career in Minnesota was also a personal one. With family ties to the area the move allowed Brian to not only build his practice but also his family in the state. Brian and his wife Katie have been happily married for 22 years and are proud parents to two sons.
Drawing from a family background that worked in the education sector, Brian places a high value on clear communication and understanding of the financial market and the products within. This influence is central to his advisory philosophy, where he believes its essential for clients to feel confident and informed about their financial decisions. Brian is committed to continuously expand his own knowledge of financial markets, always seeking ways to enhance the value he provides.
Brian understands that thoughtful financial guidance can make a meaningful difference in a person's life, helping to build security and work towards personal aspirations.
Outside of work Brian cherishes time with his family, enjoys exploring the outdoors of Minnesota, and can often be found working (not always successfully) on his golf game.
Brian made the decision to relocate from New York to Minnesota, recognizing the potential opportunities at Morgan Stanley and the chance to contribute to his clientele in this new environment.
This move while a considerable undertaking reflects Brian's readiness to embrace new challenges and grow professionally.
The decision to build his career in Minnesota was also a personal one. With family ties to the area the move allowed Brian to not only build his practice but also his family in the state. Brian and his wife Katie have been happily married for 22 years and are proud parents to two sons.
Drawing from a family background that worked in the education sector, Brian places a high value on clear communication and understanding of the financial market and the products within. This influence is central to his advisory philosophy, where he believes its essential for clients to feel confident and informed about their financial decisions. Brian is committed to continuously expand his own knowledge of financial markets, always seeking ways to enhance the value he provides.
Brian understands that thoughtful financial guidance can make a meaningful difference in a person's life, helping to build security and work towards personal aspirations.
Outside of work Brian cherishes time with his family, enjoys exploring the outdoors of Minnesota, and can often be found working (not always successfully) on his golf game.
Securities Agent: CA, NY, MN, AZ, SC, NC, AL, ND, WI, IA, CO, IL, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Mastering the Market, your guide to strategic navigation.
In today's dynamic financial landscape simply participating in the market may not be enough for your financial objectives. True financial growth may only be found through deep understanding of its underlying forces and the ability to act swiftly and decisively.
My Approach
In my practice I don’t simply just observe market movements, I analyze, anticipate and act, utilizing my years of experience in the industry and the tools Morgan Stanley has to offer, to work towards putting you in the best position for financial success.
Don't Just leave your financial future to chance, If you're ready to navigate the markets with a new level of confidence please reach out so we can discuss your options further.
Don't Just leave your financial future to chance, If you're ready to navigate the markets with a new level of confidence please reach out so we can discuss your options further.
Latest Articles and Insights From Morgan Stanley
See the most current research and insights from Morgan Stanley below.
What to Do if You Think You’ve Been Hacked
Protecting your assets and personal information is a top priority for me. This article shares tips on how to respond if you suspect you've been hacked or scammed. As always, I'm here to help.
Click here to learn more!
Reserved Living & Giving Summer Offers
Looking to book your summer travels? Morgan Stanley has you covered with our Reserved Living & Giving program. Enjoy discounts on hotels, golf club shipping, boat rentals, popular attractions, airport lounge membership and more!
Click here to learn more!
Your Mid-Year Financial Planning Checklist
If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help.
Click here to learn more!Location
8300 Norman Center Dr
Ste 1150
Bloomington, MN 55437
US
Direct:
(952) 921-1991(952) 921-1991
Toll-Free:
(800) 927-1990(800) 927-1990
Fax:
(952) 921-1944(952) 921-1944
Wealth Management
Global Investment Office
Portfolio Insights
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
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
Ready to start a conversation? Contact Brian J. Klecan today.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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)
