Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyle? Claim Your ProfileLyle Fitterer is a financial advisor at Robert W. Baird & Co. Inc. Lyle has been in the financial services industry for over 20 years and has extensive experience in investment management, financial planning, and retirement planning. Lyle has earned the Series 7, 6, 3, 63, and 65 licenses, as well as the Series 24 Principal license, which demonstrates his expertise in the financial services industry. Lyle is a Chartered Financial Analyst (CFA) charterholder and is committed to providing his clients with the highest level of service and personalized financial advice.
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
04/22/2020 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
01/28/1992 - 12/31/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BC
Issued 11/08/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 02/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1996
Series 3 - National Commodity Futures Examination
BC
Issued 01/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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