Lindsey Casper, financial advisor Madison WI

Lindsey Casper

CRD Number: 6639815
Current Firm: Robert W. Baird & Company Incorporated

Lindsey Casper (CRD# 6639815) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Madison, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W Baird Madison, WI Apr 2019 - Current 2
Robert W Baird Milwaukee, WI Jan 2018 - Mar 2019 1
Concordia University Wisconsin Mequon, WI Aug 2014 - Dec 2017 3
Robert W Baird Milwaukee, WI May 2017 - Aug 2017 < 1
Concordia University Wisconsin Mequon, WI Sep 2016 - May 2017 < 1
Northwestern Mutual Germantown, WI May 2016 - Sep 2016 < 1
Wisconsin Premiere Volleyball Club Mequon, WI Dec 2014 - May 2016 1
Japanese Ninja Steakhouse Menomonee Falls, WI Dec 2013 - Nov 2014 < 1
Northern Michigan University Marquette, MI Jul 2013 - Dec 2013 < 1
Catholic Memorial High School Waukesha, WI Jun 2009 - Jun 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Lindsey R. Casper
Phone Number: 414-765-3500
Registered State(s):
  • FL
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    231,509
    MILLIONS
  • Total Number of Accounts
    235,782
    ACCOUNTS
  • Average Account Value
    $981,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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