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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kolstad is a financial professional with Robert W. Baird & Co. Inc. Daniel has been in the industry since December 4, 2019 and is currently registered with FINRA and the Securities and Exchange Commission. Daniel is licensed to provide investment advice and manage securities transactions for individual and institutional clients. Daniel holds the Series 99TO and SIE exams, demonstrating expertise in operations and securities industry fundamentals. Daniel's firm, Robert W. Baird & Co. Inc., is a full-service investment firm with a long history of providing wealth management services to a diverse clientele.
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
12/05/2019 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
BC
Issued 12/05/2019
Series 99TO - Operations Professional Examination
BC
Issued 06/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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