Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin J. Newton is a financial advisor with Robert W. Baird & Co. Inc., working out of the Racine, Wisconsin office. Kevin has been working in the financial services industry since March 24, 2017. Prior to joining Robert W. Baird, Kevin was employed at Farmers Financial Solutions, LLC, where he worked from January 30, 2017 until November 30, 2022. Kevin has a strong background in financial services, having passed both the Series 63 and Series 65 exams, as well as a number of other exams including the Series 7TO, SIE and Series 6. Kevin has a wide range of experience in financial services, including portfolio management for businesses, individuals, and investment companies.
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
01/27/2023 - Present
Robert W. Baird & Co. Inc. (Racine WI)
MN
01/30/2017 - 11/30/2022
FARMERS FINANCIAL SOLUTIONS, LLC (EAGAN MN)
IA
Issued 11/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2017
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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