First Vice President, Financial Advisor, Global Sports and Entertainment Director, Family Wealth Advisor
Phone:
(605) 399-3103(605) 399-3103
The Ogle Kilpatrick Group at Morgan Stanley
Direct:
(605) 399-3119(605) 399-3119
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we 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 we can help you to preserve and grow your wealth. You’ll 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.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Digital Tools
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
When you sign up for MSO, you can conveniently and securely manage your account online or on your mobile device.
Digital Vault
Digital Vault, available on Morgan Stanley Online and the Mobile App, allows you to build a centralized document library where files are stored using encryption.
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
E-Authorization
With E-Authorization, you no longer need to sign a paper Letter of Authorization (LOA) to authorize a wire transfer request.
Goals Planning System
Have a goal you always wanted to accomplish? Along with your Financial Advisor and our Goals Planning System, you will be able to quantify your goals, get advice on what approach to take, and track your progress. GPS is designed to evolve as your life changes to help you reach your goal, even with varying situations.
Total Wealth View
With this service, you can view all your assets and liabilities together – whether held at Morgan Stanley or elsewhere – in one place for a comprehensive overview of your assets.
Global Sports & Entertainment
Global Sports & Entertainment is a dedicated division of Morgan Stanley Wealth Management that focuses exclusively on the complex financial needs of professional athletes and entertainers. Our division grew out of an understanding that every sports and entertainment profession has its own unique characteristics, earnings profile and career span. Our clients need the support of advisors who understand how their money flows from their work to their wallet and can help them craft innovative financial strategies that match their lifestyle and career trajectory.
Our goal is to help you create and implement strategies to protect what you have earned, create an enduring legacy, and pursue your most important life goals.
Our goal is to help you create and implement strategies to protect what you have earned, create an enduring legacy, and pursue your most important life goals.
Rise Up
As Morgan Stanley Global Sports and Entertainment Directors, we understand the unique financial complexities of your career and have the tools needed to help drive your financial success. We're an elite team with deep, diverse experience, and backed by Morgan Stanley’s global resources and cutting-edge technology. We are equipped to work with you to achieve all your financial goals.
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How We Can Help
Taking care of your family without compromising your own future is important. We can help you understand the mechanics of your financial well-being and navigating the financial world. Our goal is to help you extend your brand or expand your footprint. We aim to stretch peak earnings and plan for your lifetime, as well as helping assist you make the difference you want to see in the world.
Our Process
First we will develop a sustainable budget. Second, we will determine and articulate your financial goals. After that, we will then set financial boundaries that help safeguard your money. We will create strategies to help preserve, grow and transfer wealth. Lastly, we will continue to analyze investment and/or business opportunities.
Financial Solutions for Prospective Pros
The journey to becoming a professional athlete is exciting and challenging. The Global Sports & Entertainment Group can offer financial support at the right moment. Even if an athlete just wants to talk with us to get a second opinion about their options, we’re here to help. It’s all part of our mission to give back to the sports and entertainment community by providing the skills and knowledge to help athletes make smart choices about their finances.
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The Path From Athlete to Entrepreneur
Entrepreneurs and athletes have a lot in common: Both have competitive drives and get-it-done mindsets. They don’t shy away from calculated risks and consider failure as a learning opportunity. Many athletes think about what they’ll do after sports, some choosing to become entrepreneurs. Learn how our team can help plan for success.
Learn More Here
Investing in Life After the Game
Careers in sports and entertainment follow unique financial trajectories that may benefit from a tailored investing approach. A planned approach with the right asset allocation framework can help athletes and entertainers preserve and, in some cases, enhance their career earnings.
Location
909 St Joseph St 6th
Fl
Rapid City, SD 57701
US
Direct:
(605) 399-3119(605) 399-3119
Meet The Ogle Kilpatrick Group
Phone:
(605) 399-3102(605) 399-3102
Cheryl Haugse
Portfolio Associate
Phone:
(605) 339-3119(605) 339-3119
About Brian Ogle
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 some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: TX, WY, ID, WA, SD, MN, VT, NE, NC, MO, NM, IA, CO, UT, OH, IN, MT, FL, CA, AZ, OK, ND, MD, WI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1677625
NMLS#: 1677625
About Chris Kilpatrick
Chris Kilpatrick is a proud native of Rapid City and a 1994 graduate of Mount Marty College. Since 1999, he has been happily married to his wife, Sue, and they have two sons. Chris has a strong commitment to his community, having served on several nonprofit boards, including Harney Little League, Storybook Island, Black Hills Community Health Services, and the YMCA. He Currently Serves on the Boards for West Hills Village Senior Living and Black Hills Sports.
Chris joined Morgan Stanley in December of 2018, bringing his 24 years of business experience to his new role. His career began in public accounting, where he spends five years building a solid foundation in financial principles. He then spent 19 years at Black Hills Energy, where he held key roles within the accounting organization, focusing on financial planning and strategic growth initiatives. Drawing from his combined prior experience of public accounting and corporate finance, Chris offers clients a unique perspective and a personalized approach to financial planning. He is dedicated to helping individuals and families navigate complex financial challenges, with the goal of empowering them to help achieve their long-term goals.
As a Financial Advisor, Chris is committed to building a relationship of confidence in which he can work closely with clients to help them define their objectives, explore alternatives, and choose the financial and investment strategies that are most appropriate for them. As relationships evolve, Chris hopes clients will come to regard him as a valued resource – a professional who can help them make a more informed decision on virtually any financial issue. His most important goal: to help clients establish and achieve their objectives, providing guidance that helps their wealth do more for them. Bottom line, Chris look forward to creating and executing a financial plan clients value.
Chris joined Morgan Stanley in December of 2018, bringing his 24 years of business experience to his new role. His career began in public accounting, where he spends five years building a solid foundation in financial principles. He then spent 19 years at Black Hills Energy, where he held key roles within the accounting organization, focusing on financial planning and strategic growth initiatives. Drawing from his combined prior experience of public accounting and corporate finance, Chris offers clients a unique perspective and a personalized approach to financial planning. He is dedicated to helping individuals and families navigate complex financial challenges, with the goal of empowering them to help achieve their long-term goals.
As a Financial Advisor, Chris is committed to building a relationship of confidence in which he can work closely with clients to help them define their objectives, explore alternatives, and choose the financial and investment strategies that are most appropriate for them. As relationships evolve, Chris hopes clients will come to regard him as a valued resource – a professional who can help them make a more informed decision on virtually any financial issue. His most important goal: to help clients establish and achieve their objectives, providing guidance that helps their wealth do more for them. Bottom line, Chris look forward to creating and executing a financial plan clients value.
Securities Agent: LA, OK, AZ, TX, NM, ND, WY, OH, MT, CO, ID, SD, NV, MN, MI, IN, CT, FL, WA, PA, NY, MS, MD, IA, AL, UT, KS, NE, VT, CA, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1841091
NMLS#: 1841091
About Cheryl Haugse
Cheryl joined Morgan Stanley 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 exceptional 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 family.
When she is not working, Cheryl and her husband, Jack, enjoy motorcycle riding, attending local sports events, and spending time with family.
Contact Brian Ogle
Contact Chris Kilpatrick
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
Are You Prepared for Tax Day?
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact The Ogle Kilpatrick Group 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)
