Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Rohleder is a financial advisor at Robert W. Baird & Co. Inc. Grant has been in the financial services industry for several years and holds the Series 66, 7TO and SIE licenses. Grant holds a bachelor's degree from Western Kentucky University. In addition to his work with Robert W. Baird & Co. Inc., Grant is a member of two LLCs that own rental properties in Louisville, Kentucky. Grant is dedicated to helping clients meet their financial goals and provides a range of services including financial planning, portfolio management, and educational seminars.
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
KY
09/06/2022 - Present
Robert W. Baird & Co. Inc. (LOUISVILLE KY)
BOTH
Issued 09/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Grant Rohleder is the right advisor for you? Invested Better is here to help.
