Brenda Lacombe is a registered investment advisor at Morgan Stanley, based in Milwaukee, WI, with 28 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
Loading...
Location
411 East Wisconsin Avenue, Suite 2200, Milwaukee, WI, 53202
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
March 2017 - Present · 9 yrs 2 mos
Morgan StanleyBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
BMO Harris Financial Advisors, INC
August 2012 - March 2017 · 4 yrs 7 mos
BMO Harris Financial Advisors, INC.Broker
August 2012 - March 2017 · 4 yrs 7 mos
M&i Financial Advisors, INC.
April 2012 - August 2012 · 4 mos
M&i Investment Management CORP.
May 2010 - April 2012 · 1 yr 11 mos
M&i Financial Advisors, INCBroker
May 2010 - August 2012 · 2 yrs 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2010 · 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2010 · 10 mos
Citigroup Global Markets INC.
September 1999 - June 2009 · 9 yrs 9 mos
Citigroup Global Markets INC.Broker
September 1999 - June 2009 · 9 yrs 9 mos
Dean Witter Reynolds INC.Broker
September 1997 - November 1998 · 1 yr 2 mos
Norwest Investment Services, INC.Broker
August 1994 - October 1995 · 1 yr 2 mos
State Registrations32 states
ALARAZCACOCTDCDEFLGAIAILMAMDMIMNMONCNENJNMNVNYOHORSCTNTXUTVAWAWI
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.