Kevin D Riskevich, CFA
Managing Director, Wealth Management, Financial Advisor
Phone:
(615) 764-4494(615) 764-4494
The Riskevich Warpinski Team at Morgan Stanley
Direct:
(952) 475-4322(952) 475-4322
Toll-Free:
(800) 433-0147(800) 433-0147
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story
We are financial professionals, who believe that you - as one of our most important clients - are entitled to a different kind of working relationship. We strive to create a type of relationship that you have not encountered at any other firm. We bring the scope and influence of the differentiating resources of Morgan Stanley to our most valued clients.
This combination of personal attention and financial possibilities can help create opportunities for you. Your financial life requires the broadest possible scope of knowledge, and we are committed to helping you have an experience that is easier and rewarding.
This combination of personal attention and financial possibilities can help create opportunities for you. Your financial life requires the broadest possible scope of knowledge, and we are committed to helping you have an experience that is easier and rewarding.
Services Include
- Professional Portfolio ManagementFootnote1
- Lending Products
- Asset Management
- Cash ManagementFootnote2
- 401(k) Rollovers
- Retirement PlanningFootnote3
- Estate Planning StrategiesFootnote4
- Endowments and FoundationsFootnote5
- Executive Financial ServicesFootnote6
- 529 PlansFootnote7
- Life InsuranceFootnote8
- Trust AccountsFootnote9
- Financial PlanningFootnote10
- Wealth ManagementFootnote11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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Aggregate your assets, and take a look at your full financial picture with Total Wealth View. Take a step towards more informed wealth planning with convenient connectivity.
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Digital Vault lets you easily manage and share your important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings.
All files are scanned for viruses and malware and are encrypted while transferred and stored. Access is limited to you and anyone you designate.
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The Riskevich Warpinski Team’s personalized financial planning process is designed to provide a road map to your financial goals. We work to create a comprehensive financial plan that encompasses all aspects of your life – not just your investments.
We leverage a full suite of dynamic modern wealth tools, as well as the vast resources of Morgan Stanley, in order to create a financial plan that sets you on track to reach your goals.
We understand that as life circumstances change, so do your financial goals, and we construct our process to adapt to ever-changing situations.
We leverage a full suite of dynamic modern wealth tools, as well as the vast resources of Morgan Stanley, in order to create a financial plan that sets you on track to reach your goals.
We understand that as life circumstances change, so do your financial goals, and we construct our process to adapt to ever-changing situations.
Wealth Transfer Strategies
At the Riskevich Warpinski team, we tailor each portfolio uniquely to the client we create it for. We ensure to establish a wealth management strategy that helps to fulfill your goals and values, and is completely personalized to you. We also establish regular communication with all of our clients – so that you can follow your portfolio every step of the way.
Reserved Living and Giving
.
Enjoy Reserved Living & Giving Partner Offers and Experiences
Enrolled Reserved clients and their families can take advantage of a wide range of discounts and offers such as preferred pricing on a selection of luxury vehicles, best-in-class providers of travel planning and hotels, boutique wine sourcing, hard-to-get tickets, art advisory, gifts, personal insurance, and health and wellness services You will find exciting offers from premium brands as well as select emerging brands we think you will enjoy. Some of our exceptional partners include Mercedes-Benz, Lexus, Tourneau, Hotel Engine, Red Door Spa and Godiva
Learn MoreExplore Insights & Inspirations
The Lifestyle section on Reserved Living & Giving contains exclusive insights from Morgan Stanley thought leaders and our distinguished Reserved partners with curated articles on topics such as family, healthy aging, travel, and philanthropic inspiration.
Learn More*Reserved clients also get complimentary access to a Reserved Client Service Center representative available 24/7 and a comprehensive set of fees waived .
Location
2000 Meridian Blvd
Suite 290
Franklin, TN 37067
US
Direct:
(952) 475-4322(952) 475-4322
Toll-Free:
(800) 433-0147(800) 433-0147
Meet The Riskevich Warpinski Team
Brian J Warpinski
Managing Director, Wealth Management, Financial Advisor
Phone:
(952) 475-4373(952) 475-4373
Lori Thureson
Assistant Vice President, Wealth Management Associate
Phone:
(952) 475-4322(952) 475-4322
Evangeline Greer
Registered Client Service Associate
Phone:
(615) 764-4484(615) 764-4484
About Kevin D Riskevich
Kevin has been in the financial services industry for over 30 years. He began his career working at the Federal Deposit Insurance Corporation (FDIC) in 1988. Kevin then joined Merrill Lynch in 1996 where he formed a business partnership with Brian. In 2008 Kevin, along with his team, moved to Morgan Stanley where he continues to provide personal, highly customized advice to affluent individuals and their families.
He earned his BA from Moorhead State University with a double major in International Finance and Business. He also received his CFA designation in 1992 from the Institute of Chartered Financial Analyst.
Kevin lives in Shakopee with his wife Jennifer. They enjoy spending time with their two daughters, Abigail and Kendall. Kevin’s personal interest include anything outdoors; hunting, fishing, golfing, etc.
He earned his BA from Moorhead State University with a double major in International Finance and Business. He also received his CFA designation in 1992 from the Institute of Chartered Financial Analyst.
Kevin lives in Shakopee with his wife Jennifer. They enjoy spending time with their two daughters, Abigail and Kendall. Kevin’s personal interest include anything outdoors; hunting, fishing, golfing, etc.
Securities Agent: CO, NE, FL, CT, MS, AZ, WA, NV, MN, IL, AR, CA, TN, SD, IN, NJ, GA, WI, ND, MI, TX, OR, IA, PA, NY, KY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279250
NMLS#: 1279250
About Brian J Warpinski
With over 22 years of experience in the financial services industry, Brian began his career with Merrill Lynch in 1998 – where he met his business partner Kevin Riskevich. The team moved to Morgan Stanley in 2008, and has been providing highly customized advice and investment solutions since.
Brian has enjoyed puzzles, math, and relationships his entire life – which has brought him to a successful career as a financial advisor. Brian often looks at financial advising in this way, bringing the facets of a client’s life together by putting the picture of their financial life together for them in their own unique way. Brian believes his career as a Financial Advisor has brought his passions and skills together, and that he does not have to work every day because he always thoroughly enjoys it.
When working with clients, Brian likes to work backwards – starting with determining the end goal of what needs to be accomplished. This provides Brian with the direction and path to build the foundational aspect of his client’s lives – Planning, Estate Transfer, Philanthropy, Tax Planning, and Generational Aspects. Brian views his approach as a family office team inside Morgan Stanley, and the team is comprised of diverse and unique skillsets that successfully address the needs of all clients. His favorite aspect of the business is truly understanding what motivates each individual client.
Outside of the office, Brian can be found spending time with his family, and his three children are the stars of his life. He has coached youth sports for many years, finding time to coach baseball, basketball, and has been a coach in the Edina Youth Football Association for the past 12 years. Brian also has many hobbies that he is passionate about, these include road biking, cross country skiing, and golf. Brian is also the former Board Chair of the Greater Minneapolis Crisis Nursery, AIM Higher Supporter, and an active member of the Our Lady of Grace Church.
Brian has enjoyed puzzles, math, and relationships his entire life – which has brought him to a successful career as a financial advisor. Brian often looks at financial advising in this way, bringing the facets of a client’s life together by putting the picture of their financial life together for them in their own unique way. Brian believes his career as a Financial Advisor has brought his passions and skills together, and that he does not have to work every day because he always thoroughly enjoys it.
When working with clients, Brian likes to work backwards – starting with determining the end goal of what needs to be accomplished. This provides Brian with the direction and path to build the foundational aspect of his client’s lives – Planning, Estate Transfer, Philanthropy, Tax Planning, and Generational Aspects. Brian views his approach as a family office team inside Morgan Stanley, and the team is comprised of diverse and unique skillsets that successfully address the needs of all clients. His favorite aspect of the business is truly understanding what motivates each individual client.
Outside of the office, Brian can be found spending time with his family, and his three children are the stars of his life. He has coached youth sports for many years, finding time to coach baseball, basketball, and has been a coach in the Edina Youth Football Association for the past 12 years. Brian also has many hobbies that he is passionate about, these include road biking, cross country skiing, and golf. Brian is also the former Board Chair of the Greater Minneapolis Crisis Nursery, AIM Higher Supporter, and an active member of the Our Lady of Grace Church.
Securities Agent: KY, IL, NY, ND, TN, WI, WA, TX, SD, PA, OR, NV, NJ, NE, MN, MI, IN, IA, GA, FL, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285296
NMLS#: 1285296
About Lori Thureson
With over 35 years of financial industry experience, Lori works as a Wealth Management Associate on the Riskevich Warpinski team. Lori attended St. Catherine University in St. Paul, Minnesota where she studied Financial Economics. She began working with Morgan Stanley in 1986, and has been delivering exceptional client service ever since. Lori is Series 7, 66, and Insurance licensed, and is always ready to assist clients in any way that they need.
Outside of the office, Lori can be found volunteering with Second Harvest Heartland, as well as spending lots of time with her family and friends. Lori lives with her husband John in Plymouth, and has two children, and five grandchildren.
Outside of the office, Lori can be found volunteering with Second Harvest Heartland, as well as spending lots of time with her family and friends. Lori lives with her husband John in Plymouth, and has two children, and five grandchildren.
About Evangeline Greer
Evangeline has over 25 years in the insurance and banking industries. She grew up in Indiana and relocated to East Tennessee many years ago, then coming to the Franklin area last year. She has 3 children; 2 daughters and 1 son along with 4 grandchildren. When not working, Evangeline enjoys hiking, yard work, and spending time with her family, especially her grand babies.
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1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3When 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan 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.
7Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
10Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
11Morgan 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 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
3When 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan 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.
7Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
10Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
11Morgan 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)