Colleen Lamb is a registered investment advisor at Morgan Stanley, based in Waukesha, WI, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
20975 Swenson Drive, Suite 300, Waukesha, WI, 53186
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Colleen is involved with a trust in Lannon, WI since 2011. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Robert W. Baird & CO. IncorporatedBroker
Strong Investments, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
State Registrations42 states
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