Kenzi WeidmanCRD Number: 6513785
Current Firm: Robert W. Baird & Company Incorporated
Kenzi Weidman (CRD# 6513785) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Appleton, WI and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Northwestern Mutual Investment Services,llc
Advisors Management Group Inc.
|Valley Athletics||Neenah, WI||Apr 2017 - Current||4|
|Baird||Milwaukee, WI||May 2015 - Current||6|
|Wisconsin Athletic Club||Milwaukee, WI||Jun 2016 - Feb 2017||< 1|
|University Of Wisconsin - Whitewater||Whitewater, WI||Jan 2013 - May 2016||3|
|Badger Meter, Inc.||Milwaukee, WI||Jun 2014 - May 2015||< 1|
|Detlefsen Law Office||Wisconsin Rapids, WI||Mar 2011 - Jun 2014||3|
|Kathy's Drive-in||Wisconsin Rapids, WI||Apr 2010 - Oct 2013||3|
|John Edwards Middle/high School||Port Edwards, WI||Sep 2007 - Jun 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2018|
Total Assets Under Management231,509MILLIONS
Total Number of Accounts235,782ACCOUNTS
Average Account Value$981,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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