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Robert W. Baird & Co. Inc.

location

Holland - Downtown, MI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Allison Hunter is a financial advisor at Robert W. Baird & Co. Inc. Allison has been in the financial services industry since 2018 and has a strong understanding of various financial products and services. Allison is committed to helping clients achieve their financial goals. Allison specializes in various financial services, including portfolio management, financial planning, and pension consulting. Allison holds licenses for Series 7TO, Series 66, and SIE. Allison has experience in various industries, including food service, retail, and finance. Allison is registered in multiple states, including Michigan, Arizona, California, Colorado, Florida, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Nebraska, New York, Ohio, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

NAPLES, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Allison Krider is a registered representative with RBC Capital Markets, LLC. Allison has been in the industry for over 10 years and has been active in various roles across a number of organizations. Allison is also an active board member of the Collier Resource Center and is involved in the seafood industry through Goodland Shellfish Company and Tanda Oysters LLC. Allison is licensed in multiple states and holds Series 66, Series 7TO, and SIE licenses. She is dedicated to providing financial guidance and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Allison Parra is a financial advisor at Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. Allison has been in the industry since November 2017 and is licensed in Wisconsin. Allison specializes in various investment strategies, including portfolio management, financial planning, and pension consulting. Allison is dedicated to helping clients achieve their financial goals through personalized advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Oppenheimer & Co. Inc.

location

NEWPORT, RI

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Allison Fleitas is a financial advisor with over 30 years of experience in the industry. Allison is currently registered with Oppenheimer & Co. Inc., where Allison has been since May 2009. Prior to joining Oppenheimer, Allison worked at Janney Montgomery Scott LLC and Parker/Hunter Incorporated. Allison is a registered representative and holds Series 40, 50, and 63 licenses. Allison has a broad range of experience working with high-net-worth individuals, corporations, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Allison Mayer is a financial advisor with over 5 years of experience in the industry. Allison is currently registered with Robert W. Baird & Co. Inc. in Milwaukee, WI. Allison specializes in providing investment advisory services, portfolio management, and financial planning to individuals, businesses, and institutions. Allison is a Series 7 and Series 66 licensed representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Vanguard Advisers, Inc.

location

Scottsdale, AZ

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Allison Marie Erena is an investment advisor representative associated with Vanguard Advisers, Inc. Allison has been active in the industry since July 2023 and is registered in 56 states and the District of Columbia. Allison is licensed to offer securities products, including securities and investment advisory services. Allison has successfully completed the Series 7TO, Series 66, and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

RALEIGH, NC

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Allison Hubbell is an investment advisor representative at Captrust with over 20 years of experience in the financial services industry. Allison has been registered with the state of North Carolina since 2006. Allison holds Series 7, 66, and SIE licenses, and a Series 99TO license. Allison is a Registered Representative with FINRA. Allison has expertise in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Hsbc Securities (usa) Inc.

location

NEW YORK, NY

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Allison Mahoney is a registered representative with HSBC Securities (USA) Inc. Allison has been in the financial services industry since March 12, 2009. Allison is also registered as an investment advisor representative with the state of New Jersey.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Beacon Pointe Advisors, LLC | CFP ® (Certifications)

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Allison Kvikstad is an investment advisor representative with Beacon Pointe Advisors, LLC. Allison has been in the financial industry since 1996 and has experience in various areas of financial services, including portfolio management, financial planning, and retirement planning. Allison holds a Series 7, Series 63, and Series 65 license and is a Certified Financial Planner. Allison is committed to providing her clients with personalized financial advice that helps them achieve their financial goals. Allison specializes in providing financial advice to high-net-worth individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

ST. LOUIS, MO

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Allison Justine Kenly is a registered representative with Stifel, Nicolaus & Company, Inc. Allison has been in the securities industry since May 2017 and has a Series 66, Series 7, and SIE license. Allison is registered to provide investment advice in Missouri. Allison has experience in providing financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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