David E. Nash - Morgan Stanley Financial Advisor - Bismarck, ND
Morgan Stanley
David E. Nash, CFP
Consulting Group
Vice President, Wealth Management
Financial Advisor
Investment Management Consultant
4207 Boulder Ridge Road
Suite 250
Bismarck, ND 58503
tel: (701) 222-7562
toll-free: (800) 541-9851 
fax: (701) 223-0033

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.

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  • Financial Planning
  • Retirement Planning
  • Asset Management
  • Alternative Investments
  • Professional Portfolio Management
  • Wealth Management
  • Estate Planning Strategies
  • 401(k) Rollovers
  • Family Consulting
Education and Licensing
  • BBA, 1985
    University of North Dakota
    Grand Forks, ND
  • Certified Financial Planner
    College for Financial Planning
    Denver, CO
  • Retirement Plan Consultant
    Corporate Retirement Services SB
    New York, NY
  • Series 65 - Investment Advisory Agent
    Bismarck, ND
  • Consulting Group Associate, 2001
    Consulting Group - Smith Barney
    Wilmington, DE
  • Senior Investment Management Specialist, 2005
    Consulting Group - Smith Barney
    Wilmington, DE
Honors and Recognition
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Business Experience
  • 1991 - Present: Morgan Stanley*

    Vice President
    Senior Investment Management Specialist/
    Financial Advisor
    Bismarck, ND
  • 1990 - 1991: North Dakota Securities Department

    Investigator / Auditor
    Bismarck, ND
  • 1985 - 1990: D.A. Davidson

    Financial Advisor
    Williston, ND

Bulletin Board
  • As a CERTIFIED FINANCIAL PLANNER practitioner, I will review your whole financial picture to educate you on the best decisions for you and your family to help achieve your goals within your risk tolerance while providing a high quality of service. To learn more, email me.

  • How would you like to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture? I have a solution – OneView. Learn about the key benefits of OneView by watching this short video.

  • You can access your investment accounts by clicking on Log In To Your Portfolio.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

David E. Nash holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, ID, IL, KS, LA, MI, MN, MT, ND, NE, NJ, NY, OK, OR, SD, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1566228

This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan 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
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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