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Deborah Lammers

11 Years of Experience
Waukesha, WI
Broker

Deborah Lammers is a registered investment advisor at Morgan Stanley, based in Waukesha, WI, with 11 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

20975 Swenson Drive, Suite 300, Waukesha, WI, 53186

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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

Deborah is a consignor for Poshmark, an online retail store, since 2020. This activity takes minimal time outside of business hours and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
December 2014 - Present · 11 yrs 5 mos
Morgan StanleyBroker
August 2014 - Present · 11 yrs 9 mos
State Registrations45 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.
Deborah Lammers - Financial Advisor | TrueAdvisor