Unclaimed
Steven Glen Kornetzke is a financial advisor with Robert W. Baird & Co. Inc. Steven is a registered representative with the firm in Fox Valley, WI. Steven has been working in the financial industry since 1998. Steven has a wide range of experience in financial planning and portfolio management. Steven has been registered with the SEC and FINRA since 1997. Steven is also registered with the state of Wisconsin as an investment advisor representative. Steven has a strong commitment to providing his clients with personalized financial advice and guidance.
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
05/02/2016 - Present
Robert W. Baird & Co. Inc. (Fox Valley WI)
WI
06/02/2000 - 03/01/2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MILWAUKEE WI)
WI
02/20/1997 - 09/24/1998
STRONG FUNDS DISTRIBUTORS, INC. (MENOMONEE FALLS WI)
IA
Issued 04/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2006
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/19/1997
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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