PF
PF

Patrick Friesen

20 Years of Experience
Omaha, NE
Broker

Patrick Friesen is a registered investment advisor at Morgan Stanley, based in Omaha, NE, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

13625 California Street, Suite 400, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Patrick owns rental property in Omaha, Nebraska since 2016. He is also on the finance committee for St. Patrick's Catholic Church and is the sole proprietor/owner of ANONA LLC, a real estate company, since August 2024.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
June 2007 - June 2009 · 2 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
July 2005 - April 2007 · 1 yr 9 mos
State Registrations30 states
ALARAZCACODEFLGAIAILKSMAMIMNMONCNENHNMNVNYOHOKSCTNTXVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.