Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Colleen Haldemann is a financial advisor with over 20 years of experience in the industry. Jennifer is registered with Robert W. Baird & Co. Inc. in Wisconsin, Florida, and Texas and has worked for the firm since 2003. Prior to joining Robert W. Baird & Co. Inc., Jennifer worked for Strong Investments, Inc. in Menomonee Falls, WI. Jennifer holds the Series 63, 66, and 7 securities licenses as well as the SIE exam. Jennifer is a Certified Financial Planner (CFP) and is a co-trustee for the Hannah Hoch 2018 Trust.
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
10/24/2003 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
11/05/2002 - 10/22/2003
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 04/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2002
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 Jennifer Haldemann is the right advisor for you? Invested Better is here to help.
