Lindsey Casper (CRD# 6639815) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Madison, WI and has over 5 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert W Baird | Madison, WI | Apr 2019 - Current | 5 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- FL
- TX
- WI
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Total Assets Under Management287,515MILLIONS
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Total Number of Accounts331,500ACCOUNTS
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Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
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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