Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan L Spencer is a financial advisor associated with Robert W. Baird & Co. Inc. Jordan has been in the industry since 2023 and is registered with the Financial Industry Regulatory Authority (FINRA). Jordan has a Series 7TO and a SIE license and is located in the Minnetonka, MN office of the firm. Jordan's firm specializes in financial planning, portfolio management, and pension consulting. The firm manages over $287 billion in assets.
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
09/04/2024 - Present
Robert W. Baird & Co. Inc. (MINNETONKA MN)
BC
Issued 09/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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