The Market Street Group at Morgan Stanley

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The Market Street Group


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

Four Step Wealth Management Process.JPG




Our team has over 73 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, Drew Miller - 4 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




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

    Meet The Market Street Group


    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


    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


    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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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

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    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.

    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.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

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    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.

    CRC 1369093   12/15

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