Roger Klumb
Director, Robert W. Baird & Co.
- Role
- Director at Baird
- Location
- Waukesha County, WI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Director
Jan 2008 — Present · US
Education
Brigham Young University
BS
1997 — 2004
Skills
- Retirement Planning
- Series 7
- Investments
- Mutual Funds
- Securities
- Investment Strategies
- Portfolio Management
- Finance
- Series 63
- Asset Allocation
- Wealth Management
- Strategic Financial Planning
- Investment Advisory
- Estate Planning
- Alternative Investments
- Asset Management
- Financial Modeling
- Financial Analysis
- Equities
- Financial Services
- Insurance
- Valuation
- Uniform Combined State Law
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