Unclaimed
Vickie Vanden langenberg is an investment advisor representative at Robert W. Baird & Co. Inc. with over 16 years of experience in the financial services industry. Vickie has been registered with FINRA since 2004 and holds Series 7 and Series 66 licenses. Vickie is based in Green Bay, Wisconsin, and works with clients from a variety of backgrounds, including individuals, high-net-worth individuals, and businesses. Vickie is committed to providing her clients with personalized financial advice and strategies to help them reach their financial goals.
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
11/12/2019 - Present
Robert W. Baird & Co. Inc. (GREEN BAY WI)
WI
06/05/2014 - 11/22/2019
SAGEPOINT FINANCIAL, INC. (GREEN BAY WI)
WI
01/03/2013 - 01/23/2014
SII INVESTMENTS, INC. (HOBART WI)
WI
01/03/2011 - 08/21/2012
WELLS FARGO ADVISORS, LLC (GREEN BAY WI)
WI
10/13/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GREEN BAY WI)
WI
05/26/2004 - 07/03/2006
SII INVESTMENTS, INC. (GREEN BAY WI)
BOTH
Issued 08/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2004
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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