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Advisors / Wisconsin / Milwaukee
35yrs

John Desing

Financial advisor at Morgan Stanley

John Desing is a fiduciary financial advisor in Milwaukee, Wisconsin, with 35 years in the industry. After 12 years at M&i Investment Management, John joined Morgan Stanley in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.

One of 1008 advisors with offices in Milwaukee, and one of 888 fiduciaries.

Milwaukee, WI 53202Top 8% by experience in WisconsinFiduciary advisor
Call Morgan StanleyDirections

At a glance

Experience35 years (since 1991)
How that compares ?Top 8% by experience in Wisconsin
Office411 East Wisconsin Avenue Suite 2200, Milwaukee, WI 53202
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state

Services through Morgan Stanley

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2016 – now
    Morgan StanleyCurrent firm
  2. 1994 – 2006
    M&i Investment Management Corp.Previously

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

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About John

How do I contact John?

Call Morgan Stanley at (914) 225-5510 and ask for John Desing. John works from the Milwaukee, WI office.

How long has John been a financial advisor?

John has been in the industry since 1991, about 35 years. Top 8% by experience in Wisconsin.

What licenses does John hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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