Dan Moshinski
Director/Board Member at Robert W. Baird & Co., Inc. (Private Banking)
Profile
Mr. Daniel A.
Moshinski is on the Board of Directors at Robert W.
Baird & Co., Inc. His practice includes all facets of retirement and estate planning, wealth management, wealth transfer and insurance as well as tax efficient strategies.
His mission is to utilize his experience, communication, and interpersonal skills to service clients to the best of his abilities, through a broad spectrum of highly qualified financial advisory services and solutions.
He is a Financial Advisor since 1985, joined the firm in 1989 and has close to over 30 years of experience in the financial services industry.
Mr. Moshinski received his Bachelor of Business Administration degree from the University of Wisconsin.
He is a Certified Retirement Counselor.
Dan Moshinski active positions
| Companies | Position | Start |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Director/Board Member | - |
Training of Dan Moshinski
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Finance |
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