Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Burns is a financial advisor who has been in the industry since 2015. Bobby is currently registered with Robert W. Baird & Co. Inc., a financial firm with a long history of serving individual and institutional clients. Prior to joining Robert W. Baird, Bobby worked with Northwestern Mutual Investment Services, LLC. Bobby is licensed in Colorado, Iowa, and Wisconsin and holds a Series 6, 7, 63, and 66 license. Bobby's main areas of focus include financial planning, portfolio management, and investment advisory services.
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
CO
09/08/2021 - Present
Robert W. Baird & Co. Inc. (DENVER CO)
CO
12/13/2019 - 07/29/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKEWOOD CO)
CO
04/06/2015 - 07/31/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
IL
02/10/2015 - 03/18/2015
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 08/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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