Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bickel has been working in the financial industry since 1992. John is a registered investment advisor with Robert W. Baird & Co. Inc. and holds Series 31, 63, 65, 66 and SIE licenses. Prior to joining Robert W. Baird & Co. Inc., John was employed at KCCI, LTD., WACHOVIA SECURITIES, LLC, PAINEWEBBER INCORPORATED, EVEREN SECURITIES, INC., PRINCIPAL FINANCIAL SECURITIES,INC., DAIN BOSWORTH INCORPORATED, FIRST ANALYSIS SECURITIES CORPORATION, SHEARSON LEHMAN HUTTON INC., DEAN WITTER REYNOLDS INC. and E. F. HUTTON & COMPANY INC. John currently holds registrations in Colorado, Florida and Texas.
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
CO
03/20/2017 - Present
Robert W. Baird & Co. Inc. (DENVER CO)
NJ
03/17/2009 - 09/17/2010
KCCI, LTD. (JERSEY CITY NJ)
CO
07/07/2005 - 07/30/2008
WACHOVIA SECURITIES, LLC (GREENWOOD VILLAGE CO)
NJ
07/09/1999 - 07/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
05/11/1998 - 11/25/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
TX
12/02/1996 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
05/09/1995 - 07/11/1996
DAIN BOSWORTH INCORPORATED
MO
05/28/1991 - 09/29/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IL
09/18/1989 - 05/29/1991
FIRST ANALYSIS SECURITIES CORPORATION (CHICAGO IL)
NA
12/05/1988 - 05/20/1989
SHEARSON LEHMAN HUTTON INC.
NA
08/21/1987 - 12/07/1988
DEAN WITTER REYNOLDS INC.
NA
12/05/1984 - 08/29/1987
E. F. HUTTON & COMPANY INC
NA
01/25/1984 - 10/22/1984
A. G. EDWARDS & SONS, INC.
IA
Issued 11/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/2005
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 John Bickel is the right advisor for you? Invested Better is here to help.
