Unclaimed
Michael Glaisner is a financial advisor registered with Robert W. Baird & Co. Inc. Michael has been working in the financial services industry since March 9, 2000. Michael is registered with the Securities and Exchange Commission (SEC) and holds the Series 63, Series 65, Series 7, and SIE licenses. Michael specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Michael has a proven track record of success in the financial services industry and is committed to providing his clients with the highest level of service.
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
09/02/2005 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
IL
09/28/2001 - 04/30/2004
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
IL
02/11/1999 - 09/18/2001
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
BC
Issued 09/01/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Glaisner is the right advisor for you? Invested Better is here to help.