Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gretchen? Claim Your ProfileGretchen Fretheim is an investment advisor representative at Robert W. Baird & Co. Inc. Gretchen has been in the industry since 1996 and has worked at several firms prior to joining Robert W. Baird & Co. Inc., including Northland Securities, Inc., UBS Financial Services Inc. and Piper Jaffray & Co. Gretchen's experience includes working with a wide range of clients, including individuals, families, businesses, and institutions. Gretchen is licensed to sell securities in multiple states.
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
MN
01/09/2014 - Present
Robert W. Baird & Co. Inc. (EDINA MN)
MN
02/02/2012 - 07/01/2013
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
NJ
08/12/2006 - 03/23/2011
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MN
10/30/1995 - 08/12/2006
PIPER JAFFRAY & CO. (WAYZATA MN)
BC
Issued 11/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1995
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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