Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Willkomm is a financial advisor with over 16 years of experience in the industry. Scott has a broad range of experience having worked at both Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Inc.. Scott is a licensed principal, and has passed a variety of examinations including Series 4, 6, 7, 9, 10, 23, 24, 26, 63 and 66. Scott has served as a Registered Representative of Robert W. Baird & Co. Inc. since January 2011. Scott has a strong background in providing a variety of investment advisory services, including financial planning, portfolio management, and educational seminars. Scott specializes in serving high-net-worth individuals, corporations, and investment companies.
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
01/18/2011 - Present
Robert W. Baird & Co. Inc. (Fox Valley WI)
WI
10/19/2004 - 07/16/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 09/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/19/2017
Series 4 - Registered Options Principal Examination
BC
Issued 07/16/2011
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 07/20/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/03/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2004
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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