Brian J. Klecan
Senior 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 your business, your guide to strategic business navigation.
Running a business means balancing growth, cash flow, risk, and life planning, all at once. This page is designed to help showcase how I can assist you in making confident decisions with clear frameworks, timely insights, and access to specialists.
Primary goals I can assist you with:
Primary goals I can assist you with:
1) Cash Flow, Liquidity & “How Much Can I Reinvest?”
How I support you
• Build a business + personal balance sheet view
• Help you set a cash reserve target and decision rules
• Coordinate with your CPA/bookkeeper to align assumptions
What you’ll get
• A “cash flow map” that shows inflows/outflows, seasonality, and reserves
• A liquidity framework (operating cash, opportunity cash, long-term capital)
• Scenario planning for “good / base / stressed” revenue cases
• Build a business + personal balance sheet view
• Help you set a cash reserve target and decision rules
• Coordinate with your CPA/bookkeeper to align assumptions
What you’ll get
• A “cash flow map” that shows inflows/outflows, seasonality, and reserves
• A liquidity framework (operating cash, opportunity cash, long-term capital)
• Scenario planning for “good / base / stressed” revenue cases
2) Retirement & Benefits Strategy for Owners
How I support you:
• Align retirement savings targets with your business exit horizon
• Coordinate with plan providers/consultants as appropriate
• Help you evaluate trade-offs: simplicity, cost, retention, flexibility
What you’ll get:
• Retirement plan considerations for owners and employees
• Guidance on how plan design can support talent retention
• Education support to help employees engage with benefits
• Align retirement savings targets with your business exit horizon
• Coordinate with plan providers/consultants as appropriate
• Help you evaluate trade-offs: simplicity, cost, retention, flexibility
What you’ll get:
• Retirement plan considerations for owners and employees
• Guidance on how plan design can support talent retention
• Education support to help employees engage with benefits
3) Risk Management & Protecting What You’ve Built
How I support you:
• Identify planning gaps and prioritize fixes
• Coordinate with your attorney/insurance professional for implementation
• Connect protection planning back to business continuity
What you’ll get:
• A risk checklist aligned to common owner exposures (personal + business)
• “What-if” scenarios (loss of key person, revenue disruption, liability events)
Planning considerations for insurance coverage review with your providers
• Identify planning gaps and prioritize fixes
• Coordinate with your attorney/insurance professional for implementation
• Connect protection planning back to business continuity
What you’ll get:
• A risk checklist aligned to common owner exposures (personal + business)
• “What-if” scenarios (loss of key person, revenue disruption, liability events)
Planning considerations for insurance coverage review with your providers
4) Succession, Transition & Business Exit Planning
How I support you:
• Help you define “exit readiness” and personal post-exit goals
• Coordinate with your M&A/valuation/tax/legal resources as appropriate
• Build a plan for proceeds allocation, diversification, and long-term income
What you’ll get:
• A roadmap for internal succession vs. third-party sale vs. partial liquidity
• Value drivers to focus on (margin quality, customer concentration, processes)
A timeline of key decisions and who should be involved
Explore Transition Planning• Help you define “exit readiness” and personal post-exit goals
• Coordinate with your M&A/valuation/tax/legal resources as appropriate
• Build a plan for proceeds allocation, diversification, and long-term income
What you’ll get:
• A roadmap for internal succession vs. third-party sale vs. partial liquidity
• Value drivers to focus on (margin quality, customer concentration, processes)
A timeline of key decisions and who should be involved
Latest Articles and Insights From Morgan Stanley
See the most current research and insights from Morgan Stanley below.
Tax-Loss Harvesting Can Work Year-Round for Investors, Here's How
Did you know you can use investment losses to offset your capital gains and reduce your tax bill? Learn more about how tax-loss harvesting can work for you:
Click here to learn more!
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!Transforming Passion Into Action
Do you have a passion that you'd like to transform into an actionable plan that benefits others?
At Morgan Stanley I strive to simplify the complex avenues that are available for you to financial give back to those who mean the most to you.
Read below what options are available to you if your interested in Charitable Giving & Philanthropy!
At Morgan Stanley I strive to simplify the complex avenues that are available for you to financial give back to those who mean the most to you.
Read below what options are available to you if your interested in Charitable Giving & Philanthropy!
Donor Advised Funds (DAFs)
If you’re planning to give to charity before the end of the year but are looking for some flexibility around when and where to make grant recommendations, a donor advised fund (DAF) such as the Morgan Stanley Global Impact Funding Trust (MS GIFT), may be a good option.
Click here to learn more!
Annual Gifting to Family Members
Gifting to family members involves important decisions about which types of assets to gift and the tax considerations of doing so.
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
Iran Conflict: Seven Takeaways for Investors
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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
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.
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
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)
