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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Nicole Kennedy is a financial advisor with Robert W. Baird & Co. Inc. in Eau Claire, WI. Kristi has been in the industry since 2016 and is registered with the state of Wisconsin. Kristi has a Series 7 and a Series 66 license. Kristi is a Certified Public Accountant and has experience in tax preparation and accounting. In addition to her work with Robert W. Baird, Kristi also provides tax prep and accounting services. Kristi's background in accounting and finance, combined with her experience in the financial services industry, gives her a unique perspective on financial planning.
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
08/19/2019 - Present
Robert W. Baird & Co. Inc. (EAU CLAIRE WI)
WI
02/14/2018 - 08/08/2019
LPL FINANCIAL LLC (EAU CLAIRE WI)
WI
05/18/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (EAU CLAIRE WI)
WI
08/24/2016 - 05/08/2017
THRIVENT INVESTMENT MANAGEMENT INC. (EAU CLAIRE WI)
BOTH
Issued 09/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2016
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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