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Paula Pflueger

Advisor at Morgan Stanley

Updated today

Location

Norfolk, NE

Credentials

Series 63, Series 66

Industry experience

42 years

About

Paula Pflueger is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes a 40-year tenure at Edward D. Jones & Co., L.P. before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Client services

Based on Morgan Stanley

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation advice

Expertise

Based on Morgan Stanley

General estate planning guidance

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Fee options

Other

Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan

Location

Norfolk, NE

Most active in

Nebraska · Texas

Work history

Morgan Stanley Private Bank, N.A.

2024 - Present (2 years)

Morgan Stanley Smith Barney LlC

2024 - Present (2 years)

Edward D. Jones & CO., L.P.

1984 - 2024 (40 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

Norfolk, NE

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CFP®, Series 63, Series 65

Omaha, NE

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Jesus C

Series 65

Norfolk, NE

McMill CPA and Advisors

Jesus Corrales is a financial advisor at McMill CPA and Advisors in Norfolk, NE, holding a Series 65 license with two years of industry experience. Prior to joining McMill CPA and Advisors in 2021, he worked at AWG, Herbergers, and Norfolk Public High School. He serves as treasurer for the Norfolk Area Community Foundation Fund, a local nonprofit. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a broad range of clients, managing approximately $862 million in assets. The firm employs an asset-allocation approach based on modern portfolio theory, using long-term, buy-and-hold strategies implemented primarily through no-load mutual funds, ETFs, and model portfolios, with integrated accounting services through McMill CPA, P.C.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Wealth management
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Clint W

Series 65

Norfolk, NE

McMill CPA and Advisors

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Passive / index investing Retirement plans for business owners (SEP, solo 401k) Wealth management
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Lynn L

Series 65

Norfolk, NE

McMill CPA and Advisors

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Passive / index investing Retirement plans for business owners (SEP, solo 401k) Wealth management
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Carter F

Series 65

Norfolk, NE

McMill CPA and Advisors

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Passive / index investing Retirement plans for business owners (SEP, solo 401k) Wealth management
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