Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Bronzell is a financial advisor at Robert W. Baird & Co. Inc. Susan has been working in the financial services industry since January 2008. Prior to joining Robert W. Baird & Co. Inc., Susan worked at UBS Financial Services Inc. Susan is registered to provide investment advice in 28 states and is licensed to sell securities in all states. Susan specializes in a range of investment services, including portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Susan also provides financial planning, pension consulting, and educational seminars.
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
IL
05/12/2017 - Present
Robert W. Baird & Co. Inc. (Oakbrook Terrace IL)
IL
01/21/2008 - 05/23/2017
UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)
BOTH
Issued 06/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2008
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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