Unclaimed
Brian Dekock is an investment advisor representative with Robert W. Baird & Co. Inc. Brian has been in the industry since 2004. Brian is registered with the state of Michigan. Brian is also a Registered Representative and holds Series 66, Series 7, and SIE licenses. Brian provides financial planning services to individuals, families, and businesses. Brian's approach is personalized to meet the specific needs of each client. Brian has a strong commitment to providing exceptional client service.
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
10/18/2019 - Present
Robert W. Baird & Co. Inc. (Holland - Downtown MI)
MI
05/12/2004 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (HOLLAND MI)
IA
Issued 01/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2004
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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