Nick Hasselkus
Vice President, Wealth Management,
Financial Advisor
Direct:
(480) 922-7810(480) 922-7810
Toll-Free:
(800) 528-6083(800) 528-6083
My Mission Statement
With over two decades of experience, intellectual capital and dedicated personal service... we can help you meet your life goals!
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to highly seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
Securities Agent: NJ, HI, AZ, WV, UT, TN, OH, NV, CO, KS, IN, AL, MN, DE, TX, MI, MO, IL, ID, CA, VT, GA, FL, WA, SD, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1288243
NMLS#: 1288243
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
With more than 25 years of experience as a financial professional, Nick helps clients define and pursue their financial goals through personalized planning, investment guidance, and access to the broad resources of Morgan Stanley.
Working together, Nick and his team focus on helping clients preserve and grow wealth before retirement, while also addressing income needs throughout retirement. Their planning capabilities include retirement planning, family legacy planning, estate planning strategies, trust services, college planning, gifting strategies, long-term care, insurance planning, cash management, and lending solutions. Nick also works closely with clients’ trusted advisors, including attorneys and CPAs, to help create a coordinated approach to their financial future.
On a personal note: Nick originally resided in Southern California and has called Scottsdale, Arizona home since 1993. He is the proud father of a wonderful 20-year-old daughter who is now a junior in college, and in his free time, he enjoys traveling the globe with his wife. Outside the office, Nick is an active member in the Harley-Davidson, scuba diving and skiing communities, and has completed numerous half marathons, full marathons, and triathlons throughout the United States. Locally, he also enjoys hiking throughout the “Valley of the Sun” and taking part in the many social events and activities Arizona has to offer.
Before becoming a family man, Nick served as a uniformed volunteer with both the Los Angeles County Sheriff’s Department and the Maricopa County Sheriff’s Office, a meaningful experience that reflects his long-standing commitment to public service and community involvement.
Working together, Nick and his team focus on helping clients preserve and grow wealth before retirement, while also addressing income needs throughout retirement. Their planning capabilities include retirement planning, family legacy planning, estate planning strategies, trust services, college planning, gifting strategies, long-term care, insurance planning, cash management, and lending solutions. Nick also works closely with clients’ trusted advisors, including attorneys and CPAs, to help create a coordinated approach to their financial future.
On a personal note: Nick originally resided in Southern California and has called Scottsdale, Arizona home since 1993. He is the proud father of a wonderful 20-year-old daughter who is now a junior in college, and in his free time, he enjoys traveling the globe with his wife. Outside the office, Nick is an active member in the Harley-Davidson, scuba diving and skiing communities, and has completed numerous half marathons, full marathons, and triathlons throughout the United States. Locally, he also enjoys hiking throughout the “Valley of the Sun” and taking part in the many social events and activities Arizona has to offer.
Before becoming a family man, Nick served as a uniformed volunteer with both the Los Angeles County Sheriff’s Department and the Maricopa County Sheriff’s Office, a meaningful experience that reflects his long-standing commitment to public service and community involvement.
Education
• Arizona State University, Bachelor’s Degree
Distinctions
• J.P. Morgan Asset Management: Award of Excellence - 2013, 2012, 2011, 2010, 2009
• Member of the Leadership Council for Planco - Appointed in 2006
• Member of the Leadership Council for Planco - Appointed in 2006
Working Together
I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:
• Develop a thorough understanding of your financial goals and objectives
• Review and analyze your current financial situation
• Identify and tailor solutions that can help you meet your individual needs
• Implement your customized strategy, including personalized services and
benefits
• Review your strategy, meeting periodically to discuss your goals and needs
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
• Personal
• Highly individualized and committed to helping you achieve financial
success
• Flexible
• Responsive to changes in your life and in your priorities over time
• Comprehensive
• Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
• Develop a thorough understanding of your financial goals and objectives
• Review and analyze your current financial situation
• Identify and tailor solutions that can help you meet your individual needs
• Implement your customized strategy, including personalized services and
benefits
• Review your strategy, meeting periodically to discuss your goals and needs
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
• Personal
• Highly individualized and committed to helping you achieve financial
success
• Flexible
• Responsive to changes in your life and in your priorities over time
• Comprehensive
• Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
Financial Solutions
Through Morgan Stanley, my clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families. As your Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact me to learn more about my areas of focus.
Corporate and Business Solutions
For sole proprietors, business owners and corporations--including their employees and key executives--we can provide access to a variety of retirement plans, corporate equity solutions, and business banking services to meet the needs of your organization.
• 401(k) Plans
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
• 401(k) Plans
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
Investments, Cash Management and Lending
I offer an array of solutions for both your near-term priorities and long-term objectives.
• 529 Plans
• Annuities
• Credit and Lending Services
• Equities
• IRAs
• Mutual Funds
• Real Estate / Real Assets (for qualified investors)
• 529 Plans
• Annuities
• Credit and Lending Services
• Equities
• IRAs
• Mutual Funds
• Real Estate / Real Assets (for qualified investors)
Managed Accounts and Advisory Solutions
With our Managed Accounts and Advisory Solutions, we will work with you to develop and monitor an individual portfolio that is tailored to your personal objectives. Our solutions provide customized portfolio construction and asset allocation, as well as professional portfolio management. You can select from a wide range of programs--each with their own unique features, and all based on the firm's consultative approach to investing.
• Financial Advisor- and Client-Directed Programs
• Mutual Fund Advisory Program
• Separately Managed Account Programs
• Financial Advisor- and Client-Directed Programs
• Mutual Fund Advisory Program
• Separately Managed Account Programs
Personal Retirement Planning
I can work with you to identify your individual retirement needs and create an action plan for achieving the retirement lifestyle you imagine.
• IRA Rollovers
• Traditional, Roth, Inherited IRAs
• IRA Rollovers
• Traditional, Roth, Inherited IRAs
Planning
Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies. My planning services include:
• Estate Planning
• Life Insurance
• Long Term Care Insurance
• Retirement Planning
• Estate Planning
• Life Insurance
• Long Term Care Insurance
• Retirement Planning
Location
14850 N Scottsdale Rd
Suite 600
Scottsdale, AZ 85254
US
Direct:
(480) 922-7810(480) 922-7810
Toll-Free:
(800) 528-6083(800) 528-6083
Fax:
(602) 954-5778(602) 954-5778
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 Nick Hasselkus 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)
