Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Hisle is a financial advisor at Robert W. Baird & Co. Inc. Robert has been a registered investment advisor since 1999. Robert's experience in the financial services industry spans more than three decades. Robert has held previous positions at UBS Financial Services Inc., Piper Jaffray & Co., J.J.B. Hilliard, W.L. Lyons, Inc., Smith, Gaylor, Inc. and City Securities Corporation. Robert has a strong track record of success in helping individuals and families 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
AZ
04/17/2017 - Present
Robert W. Baird & Co. Inc. (SCOTTSDALE AZ)
AZ
08/12/2006 - 03/21/2007
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
AZ
07/03/2002 - 08/12/2006
PIPER JAFFRAY & CO. (SCOTTSDALE AZ)
KY
05/21/1992 - 07/08/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IN
04/19/1991 - 05/26/1992
SMITH, GAYLOR, INC. (KOKOMO IN)
IN
09/25/1985 - 04/25/1991
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
IA
Issued 11/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/27/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1985
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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