Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Volk is a financial advisor with Robert W. Baird & Co. Inc., a registered investment advisor with approximately $1 billion - $10 billion in assets under management. Anita is registered in Wisconsin and Virginia. She has been in the financial industry since 2017. Anita has experience working with various clients, including individuals, corporations, and high-net-worth individuals. Anita is committed to helping her clients achieve their financial goals.
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
10/08/2019 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
BC
Issued 01/24/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Anita Volk is the right advisor for you? Invested Better is here to help.
