Derek J Drees

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2024 → Present
  Morgan Stanley
  Bloomington, MN
• 09/2023 → 03/2024
  Adp
  Bloomington, MN
• 08/2021 → 05/2022
  Renu Property Management
  Indianapolis, IN
• 08/2020 → 12/2020
  Johnson Brothers Liquor Company
  Indianapolis, IN
• 08/2013 → 05/2023
  Full-Time Student
  Minneapolis, MN
• 06/2023 → 08/2023
  Unemployed
  Minneapolis, MN
• 07/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-08-06