Catherine Konicek (CRD# 5306881) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cedar Rapids, IA and has over 13 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Robert W. Baird & Company, Inc. | Cedar Rapids, IA | Feb 2021 - Current | 3 |
Berthel, Fisher & Company Financial Services, Inc. | Cedar Rapids, IA | May 2019 - Feb 2021 | 1 |
Bfc Planning, Inc. | Cedar Rapids, IA | May 2019 - Feb 2021 | 1 |
Securities Management And Research, Inc. | Cedar Rapids, IA | Apr 2019 - Feb 2021 | 1 |
Hawkins Wealth Management | North Liberty, IA | Dec 2017 - May 2019 | 1 |
Unemployed | Marion, IA | Aug 2017 - Dec 2017 | < 1 |
Rbc Wealth Management | Cedar Rapids, IA | Feb 2007 - Aug 2017 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
- IA
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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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