Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Gilbert is a financial advisor registered with Robert W. Baird & Co. Inc. Amy has been a financial advisor for over twenty years and has held licenses with multiple firms. Her current firm, Robert W. Baird & Co. Inc., is a large firm that manages over $200 billion in assets. Amy's experience and her firm's resources allow her to provide a wide range of financial services to individual clients, businesses, and institutions.
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
MN
02/20/2018 - Present
Robert W. Baird & Co. Inc. (EDINA MN)
MN
04/01/2016 - 02/16/2018
CRI SECURITIES, LLC (MINNETONKA MN)
MN
04/01/2016 - 02/16/2018
SECURIAN FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
02/25/2016 - 03/23/2016
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
07/26/2012 - 02/24/2016
CRI SECURITIES, LLC (MINNETONKA MN)
MN
07/26/2012 - 02/24/2016
SECURIAN FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
03/07/2007 - 06/19/2012
SII INVESTMENTS, INC. (BLOOMINGTON MN)
NY
04/06/1998 - 05/25/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
MN
08/03/1993 - 04/06/1998
WESSELS, ARNOLD & HENDERSON, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 01/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2007
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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