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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Wiltzer-spohn is a financial advisor currently registered with Robert W. Baird & Co. Inc. April has been a licensed and registered professional since December 2000. In addition to her current role, April was previously registered with McDonald Investments Inc. April earned her Series 7, Series 63, and Series 66 licenses. April is registered to provide advisory services in 14 states: California, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, Missouri, Nevada, New Mexico, North Carolina, Ohio, Pennsylvania and the District of Columbia. April Wiltzer-spohn is a well-qualified financial advisor that has worked in the field for over 22 years.
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
MI
10/14/2010 - Present
Robert W. Baird & Co. Inc. (Grand Rapids MI)
OH
12/22/2000 - 08/01/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 09/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
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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