Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Louise Kittelson is a financial advisor with Robert W. Baird & Co. Inc. Lynn has been in the industry since 1996 and has held previous roles at UBS Financial Services Inc. and Raymond James & Associates, Inc. Lynn is registered with the state of Minnesota and is also registered with FINRA. Lynn specializes in providing financial planning and investment management services to individuals, businesses, and institutions. Lynn has a broad range of experience and expertise in the financial services industry.
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
01/31/2014 - Present
Robert W. Baird & Co. Inc. (St Paul MN)
MN
05/17/2012 - 04/01/2013
UBS FINANCIAL SERVICES INC. (ST PAUL MN)
MN
09/26/2008 - 04/20/2012
RAYMOND JAMES & ASSOCIATES, INC. (MINNEAPOLIS MN)
MN
04/19/1996 - 10/03/2008
UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
TX
03/18/1996 - 04/12/1996
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
BC
Issued 04/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1996
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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