Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Lofgren is a financial advisor with Robert W. Baird & Co. Inc. in Eau Claire, WI. Amy has been in the financial industry since 2012. Amy is a registered representative of Baird and has a Series 7, Series 66 and SIE licenses. She has been registered with Baird since 2018. Amy was previously employed by RBC CAPITAL MARKETS, LLC. Amy has a wide range of specializations, including investments in stocks, bonds, mutual funds, and ETFs. She is committed to providing her clients with personalized financial advice and investment management. Amy is licensed to provide financial services in a number of states, including Wisconsin, Alabama, Arizona, California, Colorado, Florida, Georgia, Kentucky, Michigan, Minnesota, Mississippi, Missouri, Nevada, North Carolina, Ohio, South Dakota, Tennessee, Texas, Washington, and Wisconsin.
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
11/19/2018 - Present
Robert W. Baird & Co. Inc. (EAU CLAIRE WI)
WI
02/20/2012 - 10/24/2013
RBC CAPITAL MARKETS, LLC (EAU CLAIRE WI)
BOTH
Issued 11/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2018
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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