Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Runyon is a financial professional with over 18 years of experience in the financial services industry. Kristen currently holds a Series 66 license and has been registered with Robert W. Baird & Co. Inc. since October 2019. Prior to joining Robert W. Baird & Co. Inc., Kristen worked as a financial advisor at J.J.B. HILLIARD, W.L. LYONS, LLC. Kristen is a Certified Financial Planner™ professional and provides a wide range of financial services, including financial planning, portfolio management, and investment advisory services. Kristen is committed to providing personalized financial advice and helping her clients reach their financial goals.
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
IN
10/18/2019 - Present
Robert W. Baird & Co. Inc. (EVANSVILLE IN)
IN
02/15/2002 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (EVANSVILLE IN)
BOTH
Issued 02/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 02/20/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/18/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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