Best Investors Account Sign in

Allison Starr Cassell

Robert W. Baird & Co. Incorporated

Akron, OH

Claim This Profile
Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-12-13
OH RA APPROVED 2022-11-08
  • WI RA
    APPROVED
    Since 2022-12-13
  • OH RA
    APPROVED
    Since 2022-11-08

Branch Locations

3875 Embassy Pkwy Ste 300, Akron, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hahn Loeser & Parks Akron OH 01/2012 11/2016
Raymond James Norton OH 11/2016 05/2018
Jjb Hilliard Wl Loyns, Llc Akron OH 05/2018 10/2019
R. W. Baird Akron OH 10/2019 Present
  • 01/2012 → 11/2016
    Hahn Loeser & Parks
    Akron, OH
  • 11/2016 → 05/2018
    Raymond James
    Norton, OH
  • 05/2018 → 10/2019
    Jjb Hilliard Wl Loyns, Llc
    Akron, OH
  • 10/2019 → Present
    R. W. Baird
    Akron, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-04
  • S66 Uniform Combined State Law Examination
    2022-11-04
Other Names
  • Allison S Lott
  • Allison Robertson
  • Allison S Heim
  • Allison Starr Heim

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
CONCURRENT INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VALMARK ADVISERS, INC.
POITINGER FINANCIAL, INC.
ALDA ADVISORS, INC.
OBJECTIVE CAPITAL MANAGEMENT, LLC

Other Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE
MICHAEL LEE LALLATHIN
VICTORIA LOUISE ELLINGER
RONALD GREGORY FLOWERS
SEAN MICHAEL HOUSTON
JOSEPH PAUL D'ANNIBALLE

Other Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Fairlawn, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
VALMARK ADVISERS, INC. · Akron, OH
VALMARK ADVISERS, INC. · Fairlawn, OH
VALMARK ADVISERS, INC. · Fairlawn, OH

More in Akron, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor