Unclaimed
Kenneth Andrew Gehl is a financial advisor with over 30 years of experience in the industry. Kenneth currently works at Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. Kenneth has held positions at several other firms throughout their career, including Wells Fargo Investments, LLC, First Union Securities, Inc., Kemper Clearing Corp., and Pruco Securities Corporation. Kenneth has a wide range of experience in the financial services industry, including investment advising, brokerage, and research.
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
04/27/2004 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
CA
03/18/2002 - 04/19/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MO
03/16/1993 - 06/25/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
WI
02/03/1992 - 11/16/1992
KEMPER CLEARING CORP. (MILWAUKEE WI)
NA
02/23/1987 - 07/29/1987
PRUCO SECURITIES CORPORATION
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2006
Series 14 - Compliance Officer Examination
BC
Issued 04/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 11/23/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/11/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/07/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/04/1998
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 01/30/1992
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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