Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ritt is a financial advisor with Robert W. Baird & Co. Inc. William has been in the industry since May 1, 2012 and is licensed to provide financial advice in numerous states. William has successfully completed several industry exams, including the Series 7, Series 10, Series 9 and Series 63 exams, indicating a broad knowledge base and commitment to staying up-to-date with industry standards. William has also earned the Series 65, allowing them to offer investment advisory services as well. William is committed to building long-term relationships with clients and helping them achieve 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
04/06/2015 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
05/01/2012 - 01/02/2014
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
IA
Issued 04/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2012
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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