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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gregory Olszewski is a financial advisor with Robert W. Baird & Co. Inc., with over 15 years of experience in the industry. Michael is licensed to offer investment advice and sell securities in Wisconsin. Michael is registered with FINRA, holds a Series 7, Series 63, and Series 65 licenses, as well as the SIE.
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
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2
WI
10/27/2024 - Present
Robert W. Baird & Co. Inc. (Milwaukee WI)
NY
10/06/2015 - 08/04/2021
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
WI
11/26/2013 - 10/02/2015
VOYA FINANCIAL ADVISORS, INC. (SHEBOYGAN FALLS WI)
WI
05/18/2010 - 08/13/2013
FIDELITY BROKERAGE SERVICES LLC (BROOKFIELD WI)
WI
04/11/2005 - 04/19/2010
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
01/01/2005 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 03/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
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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