Michael Koechner
Senior Vice President,
Financial Advisor
Direct:
(417) 885-1635(417) 885-1635
Toll-Free:
(800) 884-5590(800) 884-5590
My Mission Statement
Achieving goals and dreams by delivering first-class business in a first-class way.
My Story and Services
My name is Michael Koechner. I'm a native of Elkland, Missouri and I graduated from Missouri State University with a Bachelor of Science in Agriculture Economics.
I've worked for over 35 years in the finance industry and I'm now a Senior Vice President with the firm. I was one of four advisors that opened the first Morgan Stanley Springfield branch in 2001. My wife, our 3 dogs, and I live in the Springfield area.
If you're interested in discussing your goals, or if you'd just like to schedule a meeting, please reach out to me on my website or by scheduling a meeting. Also, find me on social media, and learn about how I'm involved in the community.
I've worked for over 35 years in the finance industry and I'm now a Senior Vice President with the firm. I was one of four advisors that opened the first Morgan Stanley Springfield branch in 2001. My wife, our 3 dogs, and I live in the Springfield area.
If you're interested in discussing your goals, or if you'd just like to schedule a meeting, please reach out to me on my website or by scheduling a meeting. Also, find me on social media, and learn about how I'm involved in the community.
Securities Agent: MS, NY, HI, MD, ID, NV, PA, OK, OH, NE, MA, GA, WA, VA, NC, LA, AZ, AL, CO, IA, AR, NJ, UT, OR, FL, TX, SC, MN, IN, CA, TN, MO, MI, KS, NM, IL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1582736
CA Insurance License #: 4241237
NMLS#: 1582736
CA Insurance License #: 4241237
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Journey Together
As your dedicated wealth management advisor, I will formulate and implement a personalized financial strategy that encompasses all facets of your financial wealth and health. Deploying a step-by-step process that keeps you informed, involved, and on-track is a priority.
Step 1: Discovery
I will get to know what you and your family value most when building the relationship. Regardless of your goals, I consider your entire financial and personal situation to carefully craft a financial strategy that best suits you and your loved ones.
Step 2: Forming Your Strategy
Using your life goals and personal circumstances as a blueprint, I will create a risk-balanced strategy that maps out a clear path to achieve your goals.
Step 3: Strategy Implementation
Coupled with Morgan Stanley's global suite of services, I will conduct careful research and analysis to ensure that you make calculated and versatile actions in all market situations.
Step 4: Ongoing Review
Once your plan is implemented, the work has just begun. I consult with you regularly to monitor the performance of your strategy to ensure that you remain on-track towards your goals despite any changes in life or in the market.
CLIENT SERVICES
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisors, The Ozark Highlands Group can help you achieve your financial goals.
Financial Planning
The Ozark Highlands Group takes care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances. We take a holistic approach to bring all the aspects of your financial life together. We then use our perspective and experience with other unique clients like you to make recommendations on spending, giving, and living.
Retirement Planning
The Ozark Highlands Group helps you identify the most appropriate ways to get the income you need and makes sure you are on track for your financial goals. Planning is paramount to a successful retirement. We bring an intense focus to this process. You have worked hard to get where you are at. Now it is up to us to help you live the retirement you have always dreamt of.
Trust & Estate Planning Strategies
Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. Our team at The Ozark Highlands Group regularly reviews your finances with you. Moreover, we can coordinate with your estate attorney to help make sure that we meet your wishes in the most efficient and cost-effective way possible.
Tax Management Strategies
The tax decisions you make today can help you save for years to come. There are many tax-smart strategies for your financial plan. These strategies include: preparing for tax day, tax-efficient investing, tax strategies for retirement, tax-smart giving, and more.
PARTNERING WITH MORGAN STANLEY
Partnering with the a premier wealth management firm has its potential perks. Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe and efficient. You will have access to some of the World's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Morgan Stanley Online
• Mobile Banking: Take advantage of mobile check deposits, paying your bills online and sending money through Zelle; the fast and safe way to send and receive money.
• Rich Content: Gain access to up-to-date news, current market data, research, company profile and quotes.
Morgan Stanley Online• Rich Content: Gain access to up-to-date news, current market data, research, company profile and quotes.
Online Security Center
Our dedicated team of cybersecurity experts is drawn from former senior professionals at government security agencies and the technology industry.
Online Security Center
Total Wealth View
Total Wealth View allows your advisor to view the complete picture of your financial situation. This avoids redundancy in investments that may lead to over exposure or capital inefficiency.
Total Wealth View
Aladdin
Aladdin, our new Portfolio Risk Platform, allows your advisor to view your risk and returns across all of your portfolios. Aladdin empowers clients with better analysis of specific risk drivers and models based on simulated markets and more.
Portfolio Risk PlatformMedia and Research
Morgan Stanley seeks to make complex financial ideas more digestible. We want our clients to understand our process and methodologies on their behalf, to plan for their financial future, and why. The links below provide in-depth analysis on the current worlds of business and finance not only now, but also in the future.
Thoughts On The Market Podcast
Join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he discusses the latest trends in the financial marketplace.
Learn More
Morgan Stanley Market Trends
From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
Learn More
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below for more information and to access a library of interesting content.
Learn More
Morgan Stanley Personal Finance
Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals.
Learn More HereClient Service Team
Diana DeFord - Registered Associate
Phone:
(417) 885-1633(417) 885-1633
Email:Diana.DeFord@morganstanley.com
Diana joined Morgan Stanley in 2019 and is a Registered Associate for the team. Her prior experience includes over 20 years as an office manager, personnel assistant and executive event coordinator at Assemblies of God World Missions. Diana is committed to serving clients through developing relationships and clear communication. Since joining the Springfield office, she has completed exam requirements and holds the Series 7 and 66 licenses.
Diana and her husband, Stephen, enjoy traveling to a beach and making frequent trips to Texas, where their two adult children, Samuel and Tessa, their spouses and grandchildren reside.
Diana and her husband, Stephen, enjoy traveling to a beach and making frequent trips to Texas, where their two adult children, Samuel and Tessa, their spouses and grandchildren reside.
Location
1535 East Primrose St
Springfield, MO 65804
US
Direct:
(417) 885-1635(417) 885-1635
Toll-Free:
(800) 884-5590(800) 884-5590
Fax:
(417) 882-9744(417) 882-9744
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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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Michael Koechner 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 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
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)
