Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vander roest is a financial advisor with Robert W. Baird & Co. Inc. Michael has been in the financial services industry since 2010 and has extensive experience in investment banking. Michael is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Michael holds the Series 7, Series 79, and Series 66 licenses. Michael is also a registered investment advisor in Illinois and Wisconsin. Michael works with a wide range of clients, including individuals, families, businesses, and institutions. Michael specializes in providing financial planning, investment management, and retirement planning services. Michael is committed to helping clients achieve their financial goals.
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
07/29/2020 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
07/28/2015 - 10/02/2015
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IL
08/09/2010 - 09/11/2014
ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)
BOTH
Issued 07/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Vander roest is the right advisor for you? Invested Better is here to help.
