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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Baedke is a financial advisor with Private Client Services, LLC. Rebecca has been in the financial services industry since March 6, 2012. Rebecca's previous experience includes positions at PEAK Brokerage Services, LLC, Cambridge Investment Research, Inc., Dempsey Lord Smith, LLC, United Planners' Financial Services of America A Limited Partner, and Nations Financial Group, Inc.. Rebecca holds the Series 7, Series 63, Series 99TO, and SIE licenses. Rebecca specializes in providing financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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IA
05/14/2024 - Present
Private Client Services, LLC (NORTH LIBERTY IA)
MN
02/10/2023 - 07/27/2023
PEAK BROKERAGE SERVICES, LLC (Byron MN)
IA
08/16/2022 - 08/30/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
GA
02/25/2021 - 02/15/2022
DEMPSEY LORD SMITH, LLC (ROME GA)
IA
11/03/2020 - 12/10/2020
DEMPSEY LORD SMITH, LLC (IOWA CITY IA)
IA
02/09/2018 - 10/15/2020
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CORALVILLE IA)
IA
10/02/2017 - 01/22/2018
NATIONS FINANCIAL GROUP, INC. (CEDAR RAPIDS IA)
IA
07/15/2016 - 08/25/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CORALVILLE IA)
IA
09/10/2014 - 07/29/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (CORALVILLE IA)
IA
01/13/2010 - 09/08/2014
HEARTLAND INVESTMENT ASSOCIATES, INC. (HIAWATHA IA)
BC
Issued 01/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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