Dale Wroblewski

Dale Wroblewski, CFP®, ChFC®, CLU®

Hi! I have over 12 years of experience in the financial services industry.

I am a CERTIFIED FINANCIAL PLANNER™. I leverage my past experience in retirement benefits to focus on analyzing and recommending solutions related to your retirement, asset allocation, tax, and insurance needs.

I received my bachelor’s in Business Administration from the University of Wisconsin – La Crosse, where I majored in Finance and Marketing and minored in Chemistry.

In my free time, I play football in the MidStates Football League (MSFL) with the Racine Raiders. I also play tennis.

 

How it works

I am happy to help review your financial plan, provide general education, and answer your questions. Getting started is easy.

  1. Click "Connect".

  2. Register, if you haven't already. (Don't worry, your contact information will remain anonymous).

  3. Message us. Ask a question or schedule a time for a free call.

 

About Baird

Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 200 locations in the United States, Europe and Asia. Baird manages and oversees more than $415 billion in assets for clients around the world and employs more than 4,700 associates.

Our Mission: To provide the best financial advice and service to our clients and be the best place to work for our associates.

We’re honored to have earned national recognition and a reputation for excellence for the financial advice and services we provide. We know these accolades stem from our cultural commitment to clients and to being a workplace of choice for the most talented professionals in our industry. The latter helps us attract extraordinary people – many of whom stay with us for their entire careers – ensuring the quality and continuity of our advice and service for you.

 

More

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®

Base Terms, Conditions, and Disclosures: By using this service you agree to be bound by our Terms of Use which may be accessed at the bottom of this page.
Additional Terms & Conditions : It is important for you to understand the different parties in your connection. This service, the underlying technology to provide the connection / messaging ability, is powered by Anasova, Inc, the company behind FreeFinancialPlan.co and Anasova.com. By using this service you agree to Anasova's Terms of Use. Anasova is not an introducing broker. Subsequent interactions will be provided by a licensed independent third party. Anasova makes no assurances to the quality of advice you will receive and Anasova expressly disclaims any liability for the contents of or actions you may take as a result of speaking with an Advisor in Anasova’s network. Advisors in Anasova's network have the right to refuse service to any person, at any time, for any reason. Please see Terms of Use for complete details. This service is partially sponsored by Greenlight Financial Technology, Inc ("Greenlight"). Greenlight is not involved with your connection in any way and specifically disclaims any and all liability from your use of this service. Robert W. Baird & Co. Incorporated (“Baird”) is registered with the U.S. Securities and Exchange Commission as a broker-dealer and an investment adviser and is a member of FINRA and SIPC. Baird may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This listing should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Baird does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Baird website or incorporated herein and takes no responsibility, therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.