Lonna Near is a registered investment advisor at Morgan Stanley, based in Sheboygan, WI, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
2124 Kohler Memorial Dr., Suite 230, Sheboygan, WI, 53081
Get directionsNo 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 →Lonna is an independent associate with Legal Shield in Ada, Oklahoma, providing legal services and identity theft monitoring services since 1998. She dedicates minimal time to this activity.
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.