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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Schwarze is a financial advisor with Robert W. Baird & Co. Inc., based in Janesville, WI. Jennifer has been in the industry since 2001. Jennifer is a registered representative with the Securities and Exchange Commission (SEC) and holds the Series 63 and 65 licenses.
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
01/08/2025 - Present
Robert W. Baird & Co. Inc. (Janesville WI)
IL
03/04/2020 - 04/15/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ROCKFORD IL)
IL
02/29/2008 - 02/26/2019
ROBERT W. BAIRD & CO. INCORPORATED (Rockford IL)
IL
08/28/2007 - 03/17/2008
RBC CAPITAL MARKETS CORPORATION (ROCKFORD IL)
IL
09/21/2000 - 08/29/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKFORD IL)
IA
Issued 11/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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