Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Elizabeth Kinnard is a financial advisor with Robert W. Baird & Co. Inc., a firm with offices in Milwaukee, Wisconsin, and around the country. Melissa has been working in the financial industry since 1985 and has extensive experience in helping clients with a wide range of financial needs, including investment management, financial planning, and retirement planning. She has Series 7, 63, and 65 licenses, as well as the SIE exam. Melissa has a broad client base including individuals, families, corporations, and charitable organizations.
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
01/29/2019 - Present
Robert W. Baird & Co. Inc. (MINNETONKA MN)
MN
07/01/2003 - 01/29/2019
WELLS FARGO CLEARING SERVICES, LLC (MINNETONKA MN)
NY
11/17/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/04/1990 - 12/06/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
MN
12/04/1987 - 09/11/1990
R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)
NA
03/31/1986 - 01/12/1988
MIRNON INVESTMENT CORP.
NA
10/25/1985 - 04/11/1986
MIDWEST DISCOUNT SECURITIES, INC.
IA
Issued 01/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
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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