Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Allen Rivard is a financial advisor with Robert W. Baird & Co. Inc. Kurt has been in the industry since 1985. Kurt is registered with the state of Michigan and holds Series 7, 8, 9, 10, 16, 24, 63 and SIE licenses. Kurt is a Chartered Financial Analyst. Kurt has been with Robert W. Baird & Co. Inc. since 1993.
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
MI
03/31/2017 - Present
Robert W. Baird & Co. Inc. (Traverse City MI)
MN
05/17/1991 - 05/14/1993
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
NA
10/15/1987 - 06/18/1991
DAIN BOSWORTH INCORPORATED
NA
09/20/1986 - 08/04/1987
JOHN G. KINNARD AND COMPANY, INCORPORATED
NA
10/26/1984 - 07/31/1986
CRAIG-HALLUM, INC.
BC
Issued 10/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/27/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/01/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1998
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kurt Rivard is the right advisor for you? Invested Better is here to help.
