PP
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Paula Pflueger

42 Years of Experience
Norfolk, NE
Broker

Paula Pflueger is a registered investment advisor at Morgan Stanley, based in Norfolk, NE, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

Norfolk, NE

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paula is on the advisory council for the Nebraska Cultural Endowment, attending occasional meetings. She also maintains a commercial rental property, dedicating minimal time each week.

Employment History
Current Registrations
Morgan Stanley
July 2024 - Present · 1 yr 10 mos
Morgan Stanley
July 2024 - Present · 1 yr 10 mos
Morgan StanleyBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Edward Jones
August 2008 - July 2024 · 15 yrs 11 mos
Edward JonesBroker
March 1984 - July 2024 · 40 yrs 4 mos
Anchor National Financial Services, INC.Broker
August 1983 - January 1985 · 1 yr 5 mos
State Registrations29 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Paula Pflueger - Financial Advisor | TrueAdvisor