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.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

My Process

My clients look to me for advice that includes their investments but goes far beyond to encompass business planning, investment management, lending strategies and other dimensions of their financial lives. That is why we employ a comprehensive financial planning approach that consists of the following steps:

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    Step 1: Initial Call

    An Initial Call in which we'll discuss what you hope to get from a relationship with me. I'll ask you about your previous experiences with Financial Advisors or on your own. And we'll discuss what you perceive to be your major objectives and potential obstacles to achieving them.

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    Step 2: Discovery Meeting

    A Discovery Meeting in which I will take inventory of your finances and what you want your wealth to accomplish. We'll identify your goals, attempt to quantify their cost, and determine whether you have the resources to achieve them within your required timeframe.

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    Step 3: Plan Presentation

    A Plan Presentation Meeting in which I'll present your financial plan and the strategies it suggests for filling any gaps between your goals and resources. Your plan will contain an asset allocation based on the size of those gaps and your risk tolerance.

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    Step 4: Plan Implementation

    Plan Implementation that involves bringing your plan to life. This may entail additional consultation with Morgan Stanley professionals who focus on business planning, lending strategies and other disciplines relevant to your situation. It will also involve the development of a personalized investment strategy.

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    Step 5: Ongoing Evaluation

    Ongoing Evaluation to help us determine whether you are proceeding toward your financial destination as anticipated. We monitor your performance on an ongoing basis and may alter our strategies to accommodate changing circumstances in your life or trends in the financial markets.

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    Next Steps

    If this sounds like what you need to help gain confidence in your financial life and you're ready to explore what that could look like, let's schedule a time for a 30-minute connection conversation.

HELPING ACHIEVE YOUR DEFINITION OF SUCCESS

As your life stage changes, so do your goals – our platform is designed to help you develop a flexible strategy to address these changing demands.

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    Financial Planning

    We'll help you understand the fundamentals of finance and put your resources to work so you can plan, invest, and ultimately transition to retirement with confidence.

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    Business Owners

    Helping business owners with key strategic needs such as access to capital, plan administration and a variety of exit strategies.

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    Wealth Management

    My approach to wealth management focuses on what is most meaningful to you. As your life stage changes, so do your goals – our platform is designed to help you develop a flexible strategy to address these changing demands.

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    Investment Management

    Here at Morgan Stanley, we offer a broad range of specialized solutions to clients, backed by the deep resources of Morgan Stanley and focused on long-term performance.

EVERYTHING YOU NEED, ALL IN ONE PLACE

As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater ease.

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    Morgan Stanley Online

    Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.

    Learn more about Morgan Stanley Online
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    Total Wealth View

    Total Wealth View allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App. The ability to view all of your assets together provides the opportunity to advise on your accounts with your entire financial picture in mind.

    Learn more about Total Wealth Tool
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    Digital Vault

    Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.

    Get started today
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    Portfolio Risk Platform

    Portfolio Risk Platform is powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.

    Learn more about the Portfolio Risk Platform

Upcoming Firm Events

The Lessons in Leadership Virtual Event Series will continue throughout 2025 . Check back soon for details on upcoming events.

Online

Location

13625 California St
Ste 400
Omaha, NE 681549716
US
Direct:
(402) 399-6332(402) 399-6332

Meet The Pflueger Group

About Me

Securities Agent: IA, FL, NE, TX, WA, GA, DC, MN, OR, NY, CO, TN, HI, DE, SD, NM, NH, MO, KS, PA, CA, AZ, NV; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 2670721

About Me

Securities Agent: SC, ID, AZ, PA, VA, TX, NC, KS, IA, CA, NE, MN, IN, CO, TN, SD, GA, DC, WI, MO, IL, FL, AR; General Securities Representative; Investment Advisor Representative

About Max Dunham

After graduating from the University of Nebraska-Lincoln with a degree in Business Administration, Max joined Morgan Stanley as a Client Service Associate in the Omaha branch. Max addresses the daily needs of the team's clients and assists in all areas of account maintenance.

Outside of work Max enjoys watching sports, playing golf, fishing and spending time with family and friends, He is a diehard Nebraska fan!
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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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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
The Robots are Coming
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The Robots are Coming

Adam Jonas, Morgan Stanley?s Head of Global Autos and Shared Mobility Research, discusses the fast transition of artificial intelligence into the physical world in the form of humanoid robots.

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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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

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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Financial Planning for 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.

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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Donor Advised Funds: A Smart Way to Manage Your Giving�

There?s more to charitable giving than you may realize. Here?s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The Pflueger 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.

1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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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.

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3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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4When 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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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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)