We provide comprehensive wealth management advice to high net worth individuals and family offices. We help our clients make smart financial decisions so they can make work optional.
We do this by acting as your primary financial advisor. Utilizing a consultative process, we identify your current financial situation and challenges. This allows us to then work with a network of professional specialists to design strategies to help you achieve your most important goals.
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- Financial Planning
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- MBA Finance, 2000
Kellogg Graduate School of Management
- BS Finance, 1989
- Certified Financial Planner
- Certified Investment Management Analyst
- Annuity & Life Insurance Licensed
- Series 3 Commodities License
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Series 7 - General Securities Representative
- Barron's State Top 30 FA Recipient
- Member of the Morgan Stanley* Chairman's Club
- Financial Times Top Advisor List
- Present: Morgan Stanley*
- 2004: Bond Trader Chicago Board of Trade
- 2000: Morgan Stanley Fixed Income Institutional Sales
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MSSB is proud to announce that Joe Kartheiser has been named to Barron’s Top Advisor list for 2012. This is the second straight year he has received the esteemed Barron’s ranking. To receive this, financial advisors across the US were evaluated based on a number of factors, including the quality of the service they provide to clients and the amount of assets they have under management. Please see In the Press for details, methodology, and criteria.
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Joe Kartheiser holds the following registrations:
Securities Agent: AR, AZ, CA, CO, FL, GA, IL, IN, MA, MD, MI, MN, MO, MT, NH, NJ, NY, OH, PA, TN, TX, VA, WA, WI;
General Securities Representative;
Investment Advisor Representative;
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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