LN
LN

Lonna Near

2 Years of Experience
Sheboygan, WI
Broker

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.

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

2124 Kohler Memorial Dr., Suite 230, Sheboygan, WI, 53081

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

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.

Employment History
Current Registrations
Morgan Stanley
April 2024 - Present · 2 yrs 1 mo
Morgan StanleyBroker
December 2023 - Present · 2 yrs 5 mos
State Registrations34 states
AKALAZCACOCTDCFLGAIAILKSKYMAMDMIMNMOMTNCNENHNMNVNYOHPASCTNTXUTVAWAWI
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.