Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Ray Redell is a registered representative and investment advisor representative with Robert W. Baird & Co. Inc. in Sheboygan, WI. Alan has over 25 years of experience in the financial services industry. Alan has been with Robert W. Baird & Co. Inc. since 2010, and previously worked with H. C. DENISON CO. and M&I BROKERAGE SERVICES, INC. Alan is registered with the state of Wisconsin and the state of Florida.
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.
See schedule d
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.
Hard dollar payments for research
1
2
WI
03/15/2010 - Present
Robert W. Baird & Co. Inc. (Sheboygan WI)
WI
01/28/2005 - 03/01/2010
H. C. DENISON CO. (SHEBOYGAN WI)
WI
05/01/1997 - 06/21/2001
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
NE
02/16/1995 - 05/01/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
01/04/1995 - 01/26/1995
DICKINSON & CO. (DES MOINES IA)
CA
10/15/1993 - 01/16/1995
MONTANO SECURITIES CORPORATION (ORANGE CA)
BOTH
Issued 03/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Alan Redell is the right advisor for you? Invested Better is here to help.
