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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawna? Claim Your ProfileShawna Hurst is a financial advisor at Robert W. Baird & Co. Inc. in Edina, MN. Shawna Hurst has been in the industry since 1997 and has been registered with Robert W. Baird & Co. Inc. since 2018. Shawna Hurst is also registered with the state of Texas as a resident advisor. Previous to her current position, Shawna Hurst worked for Raymond James & Associates, Inc. from 2009 to 2018, where Shawna Hurst held a position in Bloomington, MN and later in Edina, MN. Before Raymond James & Associates, Inc., Shawna Hurst held a position with Robert W. Baird & Co. Incorporated from 1999 to 2009. Shawna Hurst holds a Series 7, Series 63 and Series 65 license. Shawna Hurst offers a range of investment advisory services, including portfolio management for individuals, businesses, investment companies and pooled investment vehicles, financial planning, and pension consulting. Shawna Hurst's firm manages over $287 billion in assets. Shawna Hurst's firm primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations, pension and profit-sharing plans, charitable organizations, 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
MN
01/23/2018 - Present
Robert W. Baird & Co. Inc. (EDINA MN)
MN
05/26/2009 - 01/26/2018
RAYMOND JAMES & ASSOCIATES, INC. (EDINA MN)
MN
01/16/2009 - 04/13/2009
RAYMOND JAMES & ASSOCIATES, INC. (BLOOMINGTON MN)
MN
01/04/1999 - 01/26/2009
ROBERT W. BAIRD & CO. INCORPORATED (EDINA MN)
MN
06/20/1997 - 01/11/1999
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
IA
Issued 05/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1997
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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