Dennis Nagdeman, CFP®, CIMA®

Dennis Nagdeman, CFP®, CIMA®

Senior Vice President, Wealth Management, Senior Investment Management Consultant, Financial Advisor

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  • Timeline

  • About me

    Senior Vice President, Wealth Management, Senior Investment Management Consultant, Financial Advisor at Morgan Stanley

  • Education

    • Indiana University-Northwest

      1970 - 1973
      BS - Marketing and Business Management
  • Experience

    • Morgan Stanley

      Apr 1983 - now
      Senior Vice President, Wealth Management, Senior Investment Management Consultant, Financial Advisor

      © 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s) listed above, go to http://www.morganstanleyfa.com/lakeavenuegroupThe investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. Show less

  • Licenses & Certifications

    • NMLS# 1285180

      Nationwide Mortgage Licensing System
      Jun 2015
    • Certified Investment Management Analyst®, CIMA®

      Wharton School of Business
      Jun 2006
    • CERTIFIED FINANCIAL PLANNER™, CFP®

      Board Of Standards, Inc.
      Jun 1986