Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Neill is a financial advisor with Robert W. Baird & Co. Inc. David has been in the industry since 2003 and is registered with the state of Illinois as a Registered Representative and Investment Advisor Representative. David was previously employed by William Blair & Company L.L.C., Wayne Hummer Investments L.L.C., Mesirow Financial, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. David has a variety of experience, and specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, investment companies, and pooled investment vehicles.
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
IL
10/08/2013 - Present
Robert W. Baird & Co. Inc. (CHICAGO IL)
IL
03/13/2006 - 10/15/2013
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
IL
11/04/2004 - 03/03/2006
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
IL
07/25/2003 - 11/16/2004
MESIROW FINANCIAL, INC. (CHICAGO IL)
MN
06/05/2003 - 07/18/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/05/2003 - 07/18/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2003
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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