Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Lange is a financial advisor with Robert W. Baird & Co. Inc., a firm based in Milwaukee, Wisconsin. Lance has been in the financial services industry since 1991. Prior to joining Robert W. Baird & Co. Inc., Lance worked for Lazard Middle Market LLC and Lazard Frères & Co. LLC. Lance holds the Series 7, Series 63, and Series 24 licenses. He is a registered representative in Wisconsin.
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
04/07/2011 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
MN
06/24/2009 - 04/12/2011
LAZARD MIDDLE MARKET LLC (MINNEAPOLIS MN)
NY
05/01/2008 - 04/11/2011
LAZARD FRERES & CO. LLC (NEW YORK NY)
WI
03/26/1996 - 04/10/2008
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NJ
03/17/1993 - 02/16/1996
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
NY
09/06/1991 - 01/28/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1991
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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