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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Ann Lacombe has been in the financial services industry for over 25 years. Brenda currently works for Morgan Stanley and is licensed to offer securities and advisory services in numerous states. Before joining Morgan Stanley, Brenda was a financial advisor at BMO Harris Financial Advisors, Inc. Brenda's experience provides a breadth of financial planning and investment advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WI
03/15/2017 - Present
Morgan Stanley (Milwaukee WI)
WI
08/01/2012 - 03/10/2017
BMO HARRIS FINANCIAL ADVISORS, INC. (APPLETON WI)
WI
05/05/2010 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (APPLETON WI)
WI
06/01/2009 - 04/28/2010
MORGAN STANLEY SMITH BARNEY (GREEN BAY WI)
WI
09/14/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREEN BAY WI)
NY
09/18/1997 - 11/04/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
08/04/1994 - 10/06/1995
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 10/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 07/08/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/15/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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