Lynn Elizabeth Maclean

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

• 11/2009 → 03/2019
  J.J.B. Hilliard, W.L. Lyons, Llc
  Midland, MI
• 03/2019 → Present
  Baird
  Midland, MI

Previous Registrations

• 2017-11-03 → 2019-03-29
  J.J.B. Hilliard, W.L. Lyons, Llc
  Midland, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-02
• S63 Uniform Securities Agent State Law Examination
  2011-10-20

Other Names

• Lynn Warner
• Lynn Zaroff
• Lynn Towler
• Lynn Elizabeth Towler
• Lynn Elizabeth Warner