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Charles A Juckniess

Morgan Stanley

Bloomington, MN

CRD 8144505

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-20
MN RA APPROVED 2026-02-04
  • TX RA
    APPROVED
    Since 2026-02-20
  • MN RA
    APPROVED
    Since 2026-02-04

Branch Locations

8300 Norman Center Drive, Bloomington, MN 55437 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Bloomington MN 08/2025 Present
First Round Omaha NE 03/2025 06/2025
Old National Bancorp St. Louis Park MN 06/2024 08/2024
Bearpath Country Club Eden Prairie MN 05/2022 08/2022
Creighton University Omaha NE 08/2021 05/2025
Benilde St. Margaret's St. Louis Park MN 08/2017 05/2021
Our Lady Of Grace Edina MN 08/2015 07/2017
  • 08/2025 → Present
    Morgan Stanley
    Bloomington, MN
  • 03/2025 → 06/2025
    First Round
    Omaha, NE
  • 06/2024 → 08/2024
    Old National Bancorp
    St. Louis Park, MN
  • 05/2022 → 08/2022
    Bearpath Country Club
    Eden Prairie, MN
  • 08/2021 → 05/2025
    Creighton University
    Omaha, NE
  • 08/2017 → 05/2021
    Benilde St. Margaret's
    St. Louis Park, MN
  • 08/2015 → 07/2017
    Our Lady Of Grace
    Edina, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-04
  • S66 Uniform Combined State Law Examination
    2026-02-04

View on SEC IAPD

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