Common Contracts

Financial Planning Agreement

Financial Planning Agreement • December 4th, 2015 • Wisconsin

• Contract Type
  Financial Planning Agreement
• Filed
  December 4th, 2015
• Jurisdiction
  Wisconsin

Each person (individually or collectively defined as “Client”) signing this Financial Planning Agreement (the “Agreement”) hereby retains Robert W. Baird & Co. Incorporated (“Baird”), which is registered with the Securities and Exchange Commission (“SEC”) as an investment adviser under the Investment Advisers Act of 1940, as amended (the “Advisers Act”), to provide the types of financial planning or other services (the “Services”) that Client may from time to time select in accordance with, and subject to, the terms of this Agreement.