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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Campbell is an investment advisor representative associated with Robert W. Baird & Co. Inc. Allen is a securities professional with over 26 years of experience. Allen holds several professional designations and licenses, including Series 7, Series 63, Series 65, and Series 31. Allen is registered with the state of Wisconsin as a registered investment advisor representative. Allen is registered in 31 states as a broker-dealer. Allen has experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Allen provides financial planning services and educational seminars. Allen has a diverse client base, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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
03/31/1997 - Present
Robert W. Baird & Co. Inc. (EAU CLAIRE WI)
IA
Issued 03/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/20/1997
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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