David Mohr - Morgan Stanley Financial Advisor - Minneapolis, MN
Morgan Stanley
David Mohr, CRPS
Vice President
Financial Advisor
225 South 6th Street
Suite 5100
Minneapolis, MN 55402
tel: (612) 349-4802
fax: (612) 340-1773

As my client, you are the foundation of my practice. My primary goal is to make a powerful difference in your life and to support you in making your personal, business and family dreams tangible realities. I put my clients’ interests first, act with integrity and honesty, and strive for excellence in every facet of my practice. I want my clients to feel confident; they will hear from me in both good and not-so good times.

Success is not measured by performance statistics but rather by my clients’ success in achieving their goals.

My investment philosophy is to provide you with a total financial strategy. In addition to helping you chart your destination, I help assure that the method of getting there satisfies your needs. To help accomplish this goal, I use a five-step consulting process that acquaints us with your current financial status and long term goals and objectives and involves you in the process of developing a customized investment strategy to reach those goals.

Associations
  • Minneapolis College of Art and Design
    Trustee 2007 to 2009
    Alumni Association President 2007 to 2009
  • Reuben Lindh Family Services
    Development Committee
    Minneapolis, MN
  • Twin Cities United Way
    Arise Project Steering Committee
Services
  • 529 Plans
  • Asset Management
  • Cash Management
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
  • Socially Responsible Investing
  • Business Succession Planning
  • Structured Settlement Annuities
  • Endowments and Foundations
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Insurance Services
Education and Licensing
  • Post Baccalaureate Certificate - Visualization, 2001
    Minneapolis College of Art and Design
    Minneapolis, MN
  • BS - Finance, 1984
    The Penn State University
    University Park, PA
  • Series 7 - General Securities Representative, 2002
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam, 2002
  • Series 31 - Managed Futures and Commodities
  • Certified Employee Benefit Specialist, 1996
    International Foundation of Employee Benefit Plans
    Brookfield, WI
  • Chartered Retirement Plans Specialist, 2009
    College for Financial Planning
Honors and Recognition
  • Five Star Wealth Manager 2010
  • Five Star Wealth Manager 2011
  • Five Star Wealth Manager 2012
  • Five Star Wealth Manager 2013
Business Experience
  • 2006 - Present: Morgan Stanley*

    Financial Advisor
    Minneapolis, MN
  • 2002 - 2006: RBC Dain Rauscher

    Financial Consultant
    Edina, MN
  • 1991 - 2000: Marsh & McLennan

    Vice President
    San Francisco, CA

Bulletin Board
  • To learn more about me, my process, business and investment philosophy, please click on Working Together.

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

  • See August On the Markets from the Global Investment Committee featuring

    • "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.

    • "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.

    • "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.

    Plus, look for more on economics, fixed income investments and real estate.

David Mohr holds the following registrations:
Securities Agent: AZ, CA, CT, FL, IA, IL, MD, MI, MN, NC, ND, NJ, NV, NY, PA, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures;

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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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.
Awards Disclosures

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