Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Schuetze is a financial advisor with Robert W. Baird & Co. Inc., and has been in the industry since 2020. Evan is licensed to provide financial advice in Arizona, Texas, and Wisconsin, and specializes in a variety of financial planning services for individuals, families, and businesses. Evan has experience in providing financial advice to a diverse range of clients, including high-net-worth individuals, corporations, and institutions. Evan is dedicated to helping clients achieve their financial goals, and is committed to providing personalized service and advice.
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
07/05/2023 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
AZ
01/29/2020 - 06/12/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 03/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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