The Market Street Group at Morgan Stanley

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The Market Street Group

OUR MISSION STATEMENT

Our goal is to provide "financial independence" by creating a financial plan, allocating assets and reviewing progress.

Our Story and Services

The Market Street Group

The Market Street Group at Morgan Stanley is an experienced and responsive team, highly skilled in the complexities of wealth management. Our team employs the collective experiences and insights of the group to customize strategies for our clients.

No two clients are alike. We believe that helping clients achieve their financial goals begins with completely understanding their needs. Our team takes a holistic approach to help you build, manage and preserve your wealth, which means we focus on all aspects of your financial life, not just parts of it. We are dedicated to providing you with a personalized strategy.  Our goal is to use this strategy to help you and your family achieve your long term objectives. 

Services Include

  • Wealth Management
  • Financial Planning
  • 401(k) Rollovers
  • Asset Management
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Business Succession Planning
  • Endowments and Foundations
  • Estate Planning Strategies
  • Life Insurance
  • Long Term Care Insurance
  • Planning for Education Funding
  • Professional Portfolio Management
  • Retirement Planning


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

Our Wealth Management Process

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Experience

Experience

Our team has over 65 years of combined experience in the Financial Industry*.  Jim and Matt have earned their Certified Financial Planner designation.  Jim has also received the Certified Investment Management Analyst certification.  All in all, our team believes in continuing to learn and stay on the cutting edge of changes in the financial industry.

Click here to learn more about the importance of working with a Certified Financial Planner; Click here to learn more about the importance of working with a Certified Investment Management Analyst.

* Jim Miller - 34 years, Matt Marckmann - 18 years and Twila Carlson - 17 years

CRC number 2040216

Community Involvement

Community Involvement

Jim’s Non-Profit Experience

LINK Associates – 2014 to Present, Board Member

Waukee Betterment Foundation – Board Member

Dallas County Conservation Board – Board Member

Raccoon River Valley Trail Association – 2003 to 2012, Board Member

Matt’s Non-Profit Experience


The Great Outdoors Foundation – Board Member 

Habitat for Humanity – ReStore –  Advisor Committee Member

The Salvation Army –2001 to December 2008, Advisory Board Member

The Polk County Conservation –2010 to November 2014, Advisory Board Member

 



Location

Location

  • 505 Market St.
  • Ste. 300
  • West Des Moines, IA 50266


    Meet The Market Street Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact The Market Street Group today.

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    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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    CRC 1369093   12/15

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