Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Curtis Brewer is a financial advisor who has been in the industry for over 27 years. Isaac has a long history with Robert W. Baird & Co. Inc., first joining the firm in 1995. Isaac has worked in multiple roles for the firm and continues to be registered with them in both the broker-dealer and investment advisor capacities. Isaac is licensed to provide investment advice in 40 states and is a licensed broker-dealer in 43 states. Isaac has a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Isaac is a Series 7, Series 31, Series 63, and Series 65 license holder, as well as the SIE. Isaac has also passed multiple industry examinations, including the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination.
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
07/24/2001 - Present
Robert W. Baird & Co. Inc. (Waukesha WI)
WI
06/25/1996 - 06/27/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 04/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/1996
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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