AdvisorOS Directory
Claim Profile
LR

Laurette "jan" Janeil Robertson

MORRISON STREET CAPITAL, LLC·LAKE OSWEGO, Oregon
Unclaimed Profile
4949 MEADOWS ROAD, LAKE OSWEGO, OR 97035CRD# 5699995Firm CRD# 150703
01

About

Laurette "jan" Janeil Robertson is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with MORRISON STREET CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MORRISON STREET CAPITAL, LLC
AUM
$505M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at MORRISON STREET CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERCENTAGE OF CAPITAL COMMITTMENTS
Regulatory
SEC/IARD CRD# 5699995
Firm CRD# 150703
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAKE OSWEGO?

Browse all registered financial advisors in LAKE OSWEGO, Oregon or claim this profile if it's yours.

Browse LAKE OSWEGO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Laurette "jan" Janeil Robertson offer?
Laurette "jan" Janeil Robertson specializes in Retirement Planning. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Laurette "jan" Janeil Robertson's credentials?
Laurette "jan" Janeil Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laurette "jan" Janeil Robertson located?
Laurette "jan" Janeil Robertson is based in LAKE OSWEGO, Oregon, working with MORRISON STREET CAPITAL, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Laurette "jan" Janeil Robertson charge for services?
Laurette "jan" Janeil Robertson's firm is compensated through percentage of aum, performance-based fees, other: percentage of capital committments. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MORRISON STREET CAPITAL, LLC?
MORRISON STREET CAPITAL, LLC has approximately 16 employees and manages $505M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LAKE OSWEGO
Katie Ann Laplante — JOHNSTONE FINANCIAL ADVISORS, INC.Glen Allen Clemans — CGC FINANCIAL SERVICES, LLCKent Allen Grubaugh — STEWARD PARTNERS INVESTMENT SOLUTIONS, LLCCarl James Pinkard — ALDRICH WEALTH, LIMITED PARTNERSHIPAmy Remmert Johnstone — JOHNSTONE FINANCIAL ADVISORS, INC.
Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile