Unclaimed
Todd Michael Haschker is a registered representative at Robert W. Baird & Co. Inc. Todd has been in the industry since August 16, 1995. Todd is licensed in 53 states, Puerto Rico, and the Virgin Islands. Prior to Robert W. Baird & Co. Inc., Todd was a registered representative at Heartland Advisors, Inc. from July 7, 1995 to February 27, 2001. Todd is a licensed securities agent and has passed the General Securities Representative Examination (Series 7), the Investment Company Products/Variable Contracts Representative Examination (Series 6), the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Combined State Law Examination (Series 66). Todd's specializations include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Todd also provides financial planning 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
WI
04/10/2001 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
07/07/1995 - 02/27/2001
HEARTLAND ADVISORS, INC. (MILWAUKEE WI)
BOTH
Issued 10/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1995
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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