Services Include
  • Financial Planning1
  • Asset Management2
  • Retirement Planning3
  • Business Succession Planning4
  • Planning for Individuals with Special Needs5
  • Fixed Income6
  • Cash Management7
  • Certificates of Deposit8
  • Corporate Bonds9
  • Alternative Investments10
  • Endowments and Foundations11
  • Life Insurance12
  • Sustainable Investing13
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Awards

.
  • William has been named to Forbes 2019 Best-in-State Wealth Advisors List
  • William has been named one of Barron's "Top 1,000 Financial Advisors," in 2009, 2010, 2011, and 2012, as identified by *Barron's magazine.

Experience

William began his financial services career at Merrill Lynch. He received his BSBA in marketing from the University of Denver in 1968.
Leisa began her career with EF Hutton in 1986 and became registered in 1990.

Together with our licensed Portfolio Associate, Cheryl Haugse, our team has more than 85 years of financial service industry experience.

    Community Involvement

    William has been a board member at Youth & Family Services for 7 years.  Leisa has been involved with the Big Brothers Big Sisters program for nearly 20 years, both as a board member and as a Big Sister.  In addition to supporting these agencies, our team supports several local charities each year.

      Location

      909 St Joseph St
      6th Fl
      Rapid City, SD 57701
      US
      Direct:
      (605) 399-3114(605) 399-3114
      Toll-Free:
      (800) 341-9690(800) 341-9690

      Meet Buffalo Plains Group

      About Me

      William’s focus is on investment management strategies designed to maximize the intellectual capital available from Morgan Stanley filtered for individual client solutions. This comprehensive blend manifests itself through Equity Portfolio Management, Fixed Income strategies and access to an expansive array of planning and cash management and lending solutions.
      As team leader with over 30 years of industry experience, his role primarily consists of investment management consulting. This process encompasses the full range of available equity, fixed income and alternative investment strategies.
      William began his financial services career at Merrill Lynch. He received his BSBA in marketing from the University of Denver in 1968. He was named to the 2019 *Forbes Best-in-State Wealth Advisors list. He has been named one of Barron’s “Top 1,000 Financial Advisors,” in 2009, 2010, 2011, and 2012, as identified by *Barron’s magazine.
      He holds Series 3, 4, 7, 8 63 and 66 licenses, as well as SD, WY, NC and CA Insurance licensing. (CA License#0E70396) (NMLS#1369287)
      William and his wife, Loran, have been married 37 years and were business partners until Loran’s retirement in 2015. Depending on the weather, you may find William holding a paintbrush, fly-rod or golf club. William and Loran share their rustic house in the Black Hills with their Bouvier dog, Cosmos.
      Securities Agent: TX, SD, CA, WY, WI, NV, NM, NE, ND, NC, MT, MN, GA, FL, CO, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
      NMLS#: 1369287
      CA Insurance License #: OE70396

      About Me

      Leisa joined the Buffalo Plains Group at Morgan Stanley in July, 2012. Prior to joining the team, she was a member of the management team for the Great Plains Complex at UBS Financial Services. Leisa has a unique combination of professional experience and training in Business Risk, Sales Supervision, and Administrative Management within the financial services industry. She began her career with EF Hutton in 1986 and became registered in 1990. She holds Series 7, 8, 63, 66 and SD and ND Insurance licenses. In addition to meeting with clients and implementing trading strategies, Leisa is responsible for all business management systems for our team to continually improve client service quality, and the efficiencies of our entire team. (NMLS# 1426087)

      Leisa has been involved with the Big Brothers Big Sisters program for over 20 years, both as a board member and as a Big Sister. She holds various leadership positions in her church, as well as serving on the Rapid City Diocesan Finance Council. She and her husband, Bruce, have lived in the Rapid City area for most of their lives and truly appreciate having the beautiful Black Hills in their backyard.

      CRC #2494408 04/19
      Securities Agent: TX, SD, WY, WI, NV, NM, NE, ND, NC, MT, MN, CO, CA, AZ; General Securities Representative; BM/Supervisor; Investment Advisor Representative
      NMLS#: 1426087

      About Me

      Cheryl joined Morgan Stanley, and the Buffalo Plains Group in 2011, coming from a long career at UBS Financial Services, and its predecessor firm, Piper Jaffray.   With more than 30 years of industry experience, Cheryl plays a vital role as the team's portfolio associate.  She is responsible for all areas of client service, including statements, account activity, checks, tax information, market quotes, and much more.  Her focus is on providing the highest quality client support through in-depth operational and administrative account maintenance on a day-to-day basis.  Cheryl holds Series 3, 7, 63 and 66 licenses.
      When she is not working, Cheryl and her husband, Jack, enjoy motorcycle riding, attending local sports events, and spending time with their grandchildren. CRC#2494414 04/19

      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

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      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

      AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

      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
      From Clueless to Clued In: Teaching Teens About Money

      From Clueless to Clued In: Teaching Teens About Money

      As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

      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

      Facing Financial Stress? Your Employer May Be Able to Help

      Many of us face money worries. You may be able to get advice and education from an unexpected source.

      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
      Choosing an Environmental Charity

      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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      Ready to start a conversation? Contact Buffalo Plains Group today.
      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 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.

      5Morgan 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.

      6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

      Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

      8CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

      9Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      10Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      11Morgan 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.

      12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      13The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.

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      CRC 2019752 10/2018