Unclaimed
Lindsay Knapp is a financial advisor at Robert W. Baird & Co. Inc. based in Edina, Minnesota. Lindsay has been in the industry for over 20 years and is registered in multiple states, including Minnesota, Wisconsin, Illinois, and New York. Lindsay is a Series 7 and Series 63 licensed professional and holds the Series 24 principal license. Lindsay has a diverse range of experience in financial services and focuses on providing tailored investment advice and financial planning services.
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
MN
01/11/2008 - Present
Robert W. Baird & Co. Inc. (EDINA MN)
MN
12/01/2005 - 02/11/2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MINNEAPOLIS MN)
MD
12/20/2002 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 01/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2002
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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