Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynne? Claim Your ProfileLynne Blodgett is an investment advisor representative at Robert W. Baird & Co. Inc. in Racine, Wisconsin. Lynne has been in the financial services industry since April 15, 1992. Lynne is licensed to offer securities and investment advisory services in Wisconsin. Lynne has previously worked at WELLS FARGO ADVISORS, LLC, RBC DAIN RAUSCHER INC. and DAIN RAUSCHER INCORPORATED. Lynne holds the Series 63, Series 7, and SIE licenses.
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
07/24/2009 - Present
Robert W. Baird & Co. Inc. (Racine WI)
WI
01/24/2003 - 07/28/2009
WELLS FARGO ADVISORS, LLC (RACINE WI)
NY
03/02/1998 - 02/05/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
04/16/1992 - 03/02/1998
DAIN RAUSCHER INCORPORATED
BC
Issued 06/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1992
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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