Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Chisholm-Rohrick Group at Morgan Stanley
Direct:
(952) 921-1900(952) 921-1900
Our Mission Statement
We provide highly personalized financial services to a select group of clients, delivering a premium level of service built on dedication, experience and tailored guidance.
Our Story and Services
In an already complex world, we deliver an organized and thoughtful approach to wealth management. We begin every relationship by understanding what is important to you and your family. Your goals and objectives are at the forefront of all investment recommendations and will be curated to your specific needs. Whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that helps meet your lifestyle and legacy goals.
Bringing a collective 50 years of experience, The Chisholm- Rohrick Group has dedicated its time and resources to helping multi-generational families and individuals preserve and grow their assets, secure their legacies and meet their financial milestones. Many of our clients not only have confidence in us to help create their financial futures, but also refer their children to us. We take great pride in guiding families through life's financial challenges, while preserving their shared values and lasting family legacy.
Our team spans generations. We balance historical perspective with insightful forethought. This allows us to offer and craft tailored financial strategies that can help build, preserve and offer a level protection for your family's wealth for decades to come.
Bringing a collective 50 years of experience, The Chisholm- Rohrick Group has dedicated its time and resources to helping multi-generational families and individuals preserve and grow their assets, secure their legacies and meet their financial milestones. Many of our clients not only have confidence in us to help create their financial futures, but also refer their children to us. We take great pride in guiding families through life's financial challenges, while preserving their shared values and lasting family legacy.
Our team spans generations. We balance historical perspective with insightful forethought. This allows us to offer and craft tailored financial strategies that can help build, preserve and offer a level protection for your family's wealth for decades to come.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
While every client is different, we follow a general process to ensure that we address the most essential client needs and can make recommendations that are in their best interest.
Develop an understanding
Investing the time to understand your unique circumstances to identify, develop, and prioritize your financial goals.
“Plot” your starting point
Identify your current trajectory to identify and address weaknesses, and strengths.
Creating of a plan
Working with you we will develop a plan that improves upon your current trajectory in a way that works for you. We will craft a tailored Investing strategy and asset allocation designed to balance your short and long-term goals, help protect you from the many different forms of risk and seek to to optimize your outcomes.
Formulation of Tax, Trust, and Estate Strategy
Working with your tax and legal advisors, we will help to analyze your tax and estate tax circumstances to help identify and tailor planning techniques that may be used to address your objectives.
Put the plan into action
We implement your plan utilizing strategies that will adjust for the unknowns the future brings. Working with your tax and legal advisors, we will help to analyze your tax and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Monitor and continuous refinement
We will provide timely updates and monitor your performance. At the end of the day most people want to know that they are on track, so as we review your plans we will maintain that focus so that you can know that you are on track, and if you are not, help you identify how to get back on track.
Tax Efficient Strategies
Here at Morgan Stanley, we strive to simplify complex financial ideas so that our clients understand what is being done on their behalf to plan for their financial future. We want to provide our clients with as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
- Log into your account via Morgan Stanley Online
- Click the Accounts tab
- Select the Documents tab
- Go to the Statement drop-down tab
- Select Tax Documents and download them
How to Access Your Tax Forms
How to Access Your Tax Forms
5 Steps that May Reduce Taxes on Your Income and Portfolio
Minimizing tax liabilities in your portfolio can play a key role in helping you build wealth over the long run.
Your Guide to Tax-Efficient Planning
Consider these smart tax strategies for your financial plan.
Morgan Stanley Online & MS Mobile
The Morgan Stanley Mobile App provides clients with access to their accounts in just a few taps. Enjoy features such as eAuthorizations, eDelivery and Total Wealth View.
5.00% Annual Percentage Yield for Preferred Savings
The annual percentage yield on the most recent Morgan Stanley Preferred Savings Program is now 5.00%, over 11x the national average. Learn more about how your cash can work for you using the link below.
Social Security Cola Increase
As of January 2023, Social Security Payments will go up by 8.7%. This is a result of the Social Security Administration adjusting benefit payments annual for inflation since 1975. To view the SSA fact sheet, see below.
Trusts
You can't take it with you, but through a trust, you can define how you want your life's work and wealth to continue to benefit the people and causes you love and care for.
Estate Planning
Estate planning can be an emotionally and financially complex task, but creating an estate plan can help protect your wealth and prevent hardship for your heirs.
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.
Family Resources
Hidden risks abound. For affluent families, this can mean unwanted financial exposure. A simple risk assessment can go a long way to help close these gaps.
Building a sucessful business is only part of the journey. A strong exit strategy is essential for maximizing value and ensuring a seamless experience when the time is right.
Liquidity Solutions
Prepare an efficient workflow to effectively handle equity transactions, from processing and settlement, to recording. Here are a few important considerations to remain transaction-ready in uncertain market conditions.
Equity Solutions for Public Companies
Whether you're newly public, expanding globally or looking to evolve your equity compensation offering, we're ready to help you with our end-to-end equity compensation solutions.
Tender Offers
Structure and execute tender offers with administrative ease, allowing shareholders to realize the value of their ownership under your control.
Cap Table Management
Simplify cap table management and provide a unified, real-time view for stakeholders with an intuitive digital solution.
Location
8300 Norman Center Dr
Ste 1150
Bloomington, MN 55437
US
Direct:
(952) 921-1900(952) 921-1900
Meet Chisholm-Rohrick Group
First Vice President, Financial Advisor, Portfolio Manager, CERTIFIED FINANCIAL PLANNER®
Phone:
(952) 921-1984(952) 921-1984
Hannah Spasojevic
Senior Registered Client Service Associate, Financial Planning Specialist
Phone:
(952) 921-1920(952) 921-1920
About David Chisholm
David Chisholm is a Senior Vice President, Portfolio Manager and co-founder of the Chisholm Rohrick Group who leverages more than 25 years of experience in helping high net worth individuals manage their wealth through tailored financial planning strategies. David brings fresh perspectives by staying current with market trends to continually deliver best in class ideas for his clients' portfolios. He provides personalized service, transparency, and a client-centric approach that give each individual client the tools and confidence needed to navigate a challenging financial world.
Prior to becoming a Financial Advisor in 2007, David spent 13 years as a trader, trading equities, fixed income (corporate bonds), options and preferred stocks. David has earned Morgan Stanley’s Portfolio Manager designation, qualifying him to utilize additional money management tools and resources on behalf of clients who would prefer to delegate ongoing portfolio management decisions to their financial advisor. David additionally holds a B.B. degree in Finance from the University of Minnesota graduate.
For 13 years running David has been selected by the Twin Cities Business and Minneapolis/St. Paul Magazines to receive the Five Star Wealth Manager Award, recognizing financial professional who provide exceptional service based on research with peers, firms, consumers and regulatory sources.
David and his wife, Lori, are outdoor enthusiasts and enjoy hiking, running, golfing and exploring new places.
*2012-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2024)
These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2024 Award - 3/13/23 – 09/29/23
2023 Award - 03/14/22 – 10/18/22
2022 Award - 3/29/21 – 10/8/21
2021 Award - 3/30/20 – 10/23/20
2020 Award - 3/1/19 – 10/25/19
2019 Award - 3/23/18 – 10/23/18
2018 Award – 2/23/17 – 10/13/17
2017 Award – 2/25/16 – 10/14/16
2016 Award – 4/17/15 – 10/14/15
2015 Award – 4/17/14 – 10/14/14
2014 Award – 4/14/13 – 10/14/13
2013 Award – 4/17/12 – 10/14/12
2012 award – 4/17/11 – 10/14/11
https://www.morganstanley.com/disclosures/awards-disclosure.html
Prior to becoming a Financial Advisor in 2007, David spent 13 years as a trader, trading equities, fixed income (corporate bonds), options and preferred stocks. David has earned Morgan Stanley’s Portfolio Manager designation, qualifying him to utilize additional money management tools and resources on behalf of clients who would prefer to delegate ongoing portfolio management decisions to their financial advisor. David additionally holds a B.B. degree in Finance from the University of Minnesota graduate.
For 13 years running David has been selected by the Twin Cities Business and Minneapolis/St. Paul Magazines to receive the Five Star Wealth Manager Award, recognizing financial professional who provide exceptional service based on research with peers, firms, consumers and regulatory sources.
David and his wife, Lori, are outdoor enthusiasts and enjoy hiking, running, golfing and exploring new places.
*2012-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2024)
These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2024 Award - 3/13/23 – 09/29/23
2023 Award - 03/14/22 – 10/18/22
2022 Award - 3/29/21 – 10/8/21
2021 Award - 3/30/20 – 10/23/20
2020 Award - 3/1/19 – 10/25/19
2019 Award - 3/23/18 – 10/23/18
2018 Award – 2/23/17 – 10/13/17
2017 Award – 2/25/16 – 10/14/16
2016 Award – 4/17/15 – 10/14/15
2015 Award – 4/17/14 – 10/14/14
2014 Award – 4/14/13 – 10/14/13
2013 Award – 4/17/12 – 10/14/12
2012 award – 4/17/11 – 10/14/11
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: NY, MA, GA, SC, NV, FL, PA, NE, MO, OR, KY, AL, WY, WA, VA, MN, TX, ND, CO, TN, OH, NJ, IL, DC, CA, AZ, ID, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1443741
NMLS#: 1443741
About Me
Denise Rohrick is a First Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER™
(CFP®) and partner in the Chisholm Rohrick Group at Morgan Stanley. With more than 25 years of experience, Denise focuses on providing personalized and comprehensive wealth management services to business owners, corporate executives, retired individuals and families with challenging and complex financial situations.
Using a disciplined, goals-based approach to wealth management, Denise works closely with her clients’ legal and tax professionals to help ensure that her recommended portfolio management and other strategies are designed to help produce the desired investment results. Her strong knowledge of the capital markets along with a holistic approach to include all aspects of a client’s financial life, gives clients the confidence and expertise needed to negotiate not only market changes but also financial challenges that may occur throughout their lives. Denise believes that every aspect of her job revolves around the goal of providing her clients greater confidence to enjoy every stage of their lives.
A graduate of the University of North Dakota, Denise was born in ND and moved to Minnesota after college. She currently lives in Golden Valley with her pug, Oliver.
Outside of the office, Denise enjoys all things outdoors as well as reading, acrylic painting, gardening, cooking and working out. An avid supporter of the US military, Denise donates time and money to military causes, and she has been a member of the Special Operations Warrior Foundation’s Eagle Claw Society since 2015.
(CFP®) and partner in the Chisholm Rohrick Group at Morgan Stanley. With more than 25 years of experience, Denise focuses on providing personalized and comprehensive wealth management services to business owners, corporate executives, retired individuals and families with challenging and complex financial situations.
Using a disciplined, goals-based approach to wealth management, Denise works closely with her clients’ legal and tax professionals to help ensure that her recommended portfolio management and other strategies are designed to help produce the desired investment results. Her strong knowledge of the capital markets along with a holistic approach to include all aspects of a client’s financial life, gives clients the confidence and expertise needed to negotiate not only market changes but also financial challenges that may occur throughout their lives. Denise believes that every aspect of her job revolves around the goal of providing her clients greater confidence to enjoy every stage of their lives.
A graduate of the University of North Dakota, Denise was born in ND and moved to Minnesota after college. She currently lives in Golden Valley with her pug, Oliver.
Outside of the office, Denise enjoys all things outdoors as well as reading, acrylic painting, gardening, cooking and working out. An avid supporter of the US military, Denise donates time and money to military causes, and she has been a member of the Special Operations Warrior Foundation’s Eagle Claw Society since 2015.
Securities Agent: WY, ID, FL, WA, TX, NE, WI, PA, ND, CO, MO, ME, MA, DC, IL, GA, CA, OR, OH, NJ, AZ, NY, MS, MN, KY, NV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2554451
NMLS#: 2554451
About Hannah Spasojevic
Hannah has extensive experience working in financial and customer service roles since 2010. She holds a Business Management degree, Series 7 General Securities license and Series 66 license.
Hannah lives in Excelsior and in her free time, she enjoys spending time with family, reading, and enjoying the great outdoors.
Hannah lives in Excelsior and in her free time, she enjoys spending time with family, reading, and enjoying the great outdoors.
Contact David Chisholm
Contact Denise Rohrick
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Ryan Harrison
Planning Associate
About Ryan Harrison
Ryan Harrison is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Ryan provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
Ryan earned his undergraduate degree from the University of Delaware and received the Financial Planning Specialist® designation from the College for Financial Planning. Ryan is originally from Syosset, New York and currently resides in Long Beach, New York.
Ryan earned his undergraduate degree from the University of Delaware and received the Financial Planning Specialist® designation from the College for Financial Planning. Ryan is originally from Syosset, New York and currently resides in Long Beach, New York.
Wealth Management
Global Investment Office
Portfolio Insights
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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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Chisholm-Rohrick Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
CRC 6491812 (04/2024)