Samuel William Tvedt

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → Present
  Student
  Oskaloosa, IA
• 05/2015 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2015 → Present
  Northwestern Mutual Investment Services Llc
  Coralville, IA
• 08/2017 → 12/2021
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

Name/Address: Fiduciary / 565 Locust Dr, North Liberty, IA 52317 Start Date: 7/1/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: managing basic finances for veteran Investment Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-25
• S63 Uniform Securities Agent State Law Examination
  2016-05-23

Other Names

• Sam William Tvedt
• Tvedt Tvedt
• Samuel William Tvedt