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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel William Tvedt is an investment advisor representative at Robert W. Baird & Co. Inc. Samuel is registered with FINRA and the securities authorities of 30 states. Samuel is a licensed investment advisor in 3 states. Samuel has been in the securities industry since January 2016. Previous employment includes Northwestern Mutual Investment Services, LLC. Samuel is a Series 7TO, Series 63 and Series 65 licensed representative and holds the SIE designation. Samuel has several specializations including portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Samuel is registered with Robert W. Baird & Co. Inc. in Cedar Rapids, IA.
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
IA
07/20/2022 - Present
Robert W. Baird & Co. Inc. (CEDAR RAPIDS IA)
IA
01/29/2016 - 01/18/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CORALVILLE IA)
IA
Issued 03/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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