Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Klos is a financial advisor with Robert W. Baird & Co. Inc. Geoffrey has been in the financial industry for over 30 years. His experience includes working at a variety of firms, including EVEREN SECURITIES, INC., BLUNT ELLIS & LOEWI INCORPORATED, and E. F. HUTTON & COMPANY INC. Geoffrey has a wide range of experience in the financial industry. He has worked with both individuals and institutions. Geoffrey has been registered with the state of Wisconsin since 1993 and has a number of registrations in other states. He has a strong commitment to his clients and is dedicated to providing them with the best possible financial 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
10/08/1993 - Present
Robert W. Baird & Co. Inc. (ONALASKA WI)
MO
09/04/1990 - 10/14/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
09/20/1989 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
02/19/1986 - 11/27/1987
E. F. HUTTON & COMPANY INC
BC
Issued 03/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/17/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Geoffrey Klos is the right advisor for you? Invested Better is here to help.
