Lori Morell
Investment adviser representative at Thayer Partners LLC
42 yearsExperience
1 stateRegistered in
$685.7MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
42 years in the industry.
- Thayer Partners LLCOct 2025 to now
- Linder Financial ServicesJul 2018 to now
- Kimberly-clark CorpJun 1984 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (GA).
Thayer Partners LLC
$685.7MAssets managed
373Clients
8Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7015759
- Firm CRD
- 290734