Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Myszewski is an investment professional with experience in the financial services industry since December 2015. Kurt is currently employed by Robert W. Baird & Co. Inc., a firm with a strong track record of providing investment advice and wealth management services. Kurt holds the Securities Industry Essentials Examination (SIE) and Series 99 licenses, demonstrating their commitment to professional development and knowledge of the financial industry. Kurt is dedicated to serving clients' financial needs with expertise and personalized service.
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
12/07/2015 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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