Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Kuhlman is a financial advisor with Robert W. Baird & Co. Inc., with over 26 years of experience in the financial services industry. Michelle is a Series 7 and Series 63 licensed professional. Prior to joining Robert W. Baird & Co. Inc., Michelle was with MOORS & CABOT, INC.. Michelle has a long track record of experience working with individuals, high-net-worth individuals, corporations, businesses, trusts, and estates.
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
AZ
10/21/2020 - Present
Robert W. Baird & Co. Inc. (PHOENIX AZ)
AZ
11/24/2003 - 10/26/2020
MOORS & CABOT, INC. (PHOENIX AZ)
CA
07/11/2001 - 11/25/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
02/22/2001 - 07/11/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
AZ
08/08/1994 - 02/05/2001
J. W. GARRETT AND COMPANY (PHOENIX AZ)
BC
Issued 10/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1994
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 Michelle Kuhlman is the right advisor for you? Invested Better is here to help.
