Four advisors at Robert W. Baird & Co Inc. have been named to Barron’s annual list of Top 1,000 Advisors by State. Philip Dallman, managing director and senior investment consultant, David Epstein, managing director and financial advisor, Michael Klein, managing director and financial advisor and Chris Calvelli, director and senior investment consultant were recognized based on their assets under management, revenue generated for their firms and quality of practice, including regulatory records.
The Heartland Select Value Fund has received a Lipper Award for the sixth year in a row. The Milwaukee-based fund was named No. 1 of 113 funds in the Multi-Cap Value Fund category for the 10-year period ended Dec. 31, 2011.
Nicole Schmitz, an accountant at Jannsen + Company in Pewaukee, has passed her CPA exam and earned a Wisconsin Certified Public Accountant license.
Peter Larson, vice president and senior wealth planner at PNC Wealth Management in Milwaukee, has completed the requirements to earn a designation of Certified Financial Planner.
