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Daniel Hawkins

Advisor at Morgan Stanley

Updated today

Location

Rexburg, ID

Credentials

Series 66

Industry experience

26 years

About

Daniel Hawkins is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2015, including time at Morgan Stanley Private Bank, N.A. Since 2021, he has served as a successor trustee for estate and trust matters in Rexburg, Idaho. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to develop personalized plans.

Client services

Based on Morgan Stanley

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation advice

Expertise

Based on Morgan Stanley

General estate planning guidance

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Fee options

Other

Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan

Location

Rexburg, ID

Most active in

California · Idaho · Texas

Work history

Morgan Stanley Private Bank, N.A

2024 - Present (2 years)

Morgan Stanley

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Dale N

Series 63

Rigby, ID

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Dale Norton is a financial advisor with Asset & Retirement Management in Rigby, ID, holding a Series 63 credential and over 42 years of industry experience. He has worked at his current firm since 2005 and previously at Independent Financial Group from 2011 to 2016. In addition to his advisory work, Norton owns and operates an accounting and tax preparation business. Asset & Retirement Management serves retail clients, including individuals, trusts, and retirement accounts, providing discretionary portfolio management and financial planning. The firm primarily uses a third-party turnkey asset management platform alongside mutual fund and annuity programs, tailoring diversified portfolios based on client risk tolerance.

Wealth management Income planning Annuities Cash flow / budgeting
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Greg B

Series 63, Series 65

St Anthony, ID

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Greg Bitter is a financial advisor with Hawke Financial Group in St. Anthony, Idaho, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Hawke Financial Group since 2019 and previously was associated with National Securities Corp and National Asset Management, Inc. Outside of his advisory role, he is involved in an ATV/UTV and motorbike aftermarket manufacturing business as an owner/partner. Hawke Financial Group serves individuals, families, business entities, and retirement plans by providing portfolio management, pension and 401(k) consulting, and financial planning. The firm customizes portfolios using active, tactical management strategies and employs a combination of fundamental, technical, and cyclical analysis.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Income planning Active portfolio management Founder/Business Owner
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Robert P

CFP®, Series 63, Series 65

Rexburg, ID

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Robert Parkinson is a Certified Financial Planner® with 38 years of experience in the financial services industry. He is a founding member of Cordingley & Parkinson Wealth Management and has been affiliated with LPL Financial since 1992. Outside of his advisory work, he is a managing partner in Educational Management Systems, LLC, a software business. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management, pension consulting, financial planning, and educational workshops, with an investment approach that incorporates fundamental analysis and long-term strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Private / alternative investments
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Keaton P

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Keaton Parkinson is a financial advisor at Cordingley & Parkinson Wealth Management in Rexburg, ID, holding a Series 65 designation. He has prior experience at Ernst & Young and Sand Creek Capital, LLC. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management and financial planning with a focus on fundamental analysis and long-term strategies, distinguishing itself through work with pension plans and government clients and offering educational seminars without separate fees.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Private / alternative investments
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Warren C

Series 63, Series 65

Rexburg, ID

Sand Creek Capital, LLC

Warren Cordingley is a financial advisor with Cordingley & Parkinson Wealth Management in Rexburg, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with LPL Financial since 1992 and currently provides investment advisory services through Sand Creek Capital, LLC. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm offers portfolio management, pension consulting, financial planning, and educational seminars, with an investment approach based on fundamental analysis and long-term strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Private / alternative investments
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Colten C

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Colten Cordingley is a financial advisor at Cordingley & Parkinson Wealth Management in Rexburg, ID, holding a Series 65 designation with one year of industry experience. He previously worked with Tributary and manages day-to-day operations as a partner in the Powell Family Group, a family office focused on building and operating businesses. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management, pension consulting, financial planning, and educational seminars, with an investment approach based on fundamental analysis and long-term trading.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Private / alternative investments
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