Unclaimed
Gordan Lasic is a financial advisor with Reinhart Partners, LLC. Gordan has been working in the industry since 2005. Gordan is registered with the state of Wisconsin as an Investment Advisor Representative. Gordan has passed the Series 6, 7, 63, 65, 86, and 87 exams. Gordan's previous experience includes working with Robert W. Baird & Co. Incorporated and Pruco Securities, LLC.
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.
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.
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.
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.
1
2
WI
01/03/2017 - Present
Reinhart Partners, LLC (MEQUON WI)
WI
07/18/2007 - 09/21/2016
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NJ
01/01/2006 - 03/27/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 01/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/03/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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