Dylan Droegemueller, MBA
Financial Advisor,
Financial Advisor
Direct:
(701) 492-2414(701) 492-2414
My Mission Statement
To preserve and build wealth for those we serve.
My Story and Services
Dylan, a Financial Advisor at Morgan Stanley, has a passion for business, financial markets, and focuses on adding/creating value for clients. Prior to his current role, Dylan held the position of a Business Development Associate at a Lower Middle Market Private Equity firm. In this capacity, he played a pivotal role in various aspects of the investment process. Dylan’s responsibilities encompassed deal sourcing, due diligence, and comprehensive financial modeling for U.S Based family-owned manufacturing companies, spanning sectors from agriculture, automotive, building products, metal fabrication, to consumer products. These experiences give Dylan a unique perspective to financial advising. Having worked with business and institutions his entire career he focuses on working specifically with ESOPs, businesses, and business owners. In his current role he primarily focuses on business development, financial modeling, investment strategy, trade execution, and customized financial planning for clients.
Dylan is the Vice President of Advocacy Committee for The ESOP Association MN/Dakotas Chapter.
Dylan holds an MBA and BS in Finance from North Dakota State University, where he was an Academic All-American wrestler and captain of the wrestling team. Dylan and his wife, Sidney reside in Fargo, ND. In their free time they enjoy being outdoors or at the cabin.
Dylan is the Vice President of Advocacy Committee for The ESOP Association MN/Dakotas Chapter.
Dylan holds an MBA and BS in Finance from North Dakota State University, where he was an Academic All-American wrestler and captain of the wrestling team. Dylan and his wife, Sidney reside in Fargo, ND. In their free time they enjoy being outdoors or at the cabin.
Securities Agent: DC, CO, UT, TX, OR, NV, ND, TN, NM, NJ, MS, IN, IA, AL, WI, VA, NE, MO, PA, MD, AR, MA, HI, GA, CT, KS, SD, OH, NY, KY, AZ, AK, WA, CA, MN, IL, FL, OK, NC, MI; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Shannon Nordick - Portfolio Associate
Phone:
(701) 492-2418(701) 492-2418
Email:shannon.nordick@ms.com
An experienced financial services professional since 2008, Shannon is a Portfolio Associate with Morgan Stanley. She is typically the first voice you will hear when calling in and the first friendly face you will see when you visit our Fargo branch office. Her primary functions include providing client support in all phases of operational services, account maintenance, and cashiering. Shannon brings a positive attitude and professionalism to the firm and to our clients and is dedicated to providing an outstanding client experience.
In 2008, Shannon graduated with her Bachelor of Science degree in Finance from Minnesota State University of Moorhead and a few years later obtained her Series 7 and Series 66 licenses. Her Fiancé, Kirk; and their 3 children; Madison, Austin, and Sadie; reside in Wolverton, MN. In the summer, they enjoy going to the lakes and spending quality time with family. Shannon enjoys traveling and has found a passion for scuba diving.
In 2008, Shannon graduated with her Bachelor of Science degree in Finance from Minnesota State University of Moorhead and a few years later obtained her Series 7 and Series 66 licenses. Her Fiancé, Kirk; and their 3 children; Madison, Austin, and Sadie; reside in Wolverton, MN. In the summer, they enjoy going to the lakes and spending quality time with family. Shannon enjoys traveling and has found a passion for scuba diving.
Location
2000 44th St South
Ste 402
Fargo, ND 58103
US
Direct:
(701) 492-2414(701) 492-2414
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
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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Ready to start a conversation? Contact Dylan Droegemueller, MBA today.
1Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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)
