Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Eau Claire
14yrs
Amy Lofgren has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Eau Claire, Wisconsin. Amy has been with Robert W. Baird & Co. since 2018; before that, Amy spent a year at RBC Capital Markets. Robert W. Baird & Co. offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 125 advisors with offices in Eau Claire, and one of 110 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 56% of advisors in Eau Claire
Office4890 Owen Ayres Court Suite 102, Eau Claire, WI 54701
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$713,008
Advisors at the firm2,626
States licensed ?1 state
Services through Robert W. Baird & Co.
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowRobert W. Baird & Co. IncorporatedCurrent firm
- Sep 2012 – Oct 2013RBC Capital Markets, LLCPreviously
Questions to ask Amy
Tailored to Amy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Amy
How do I contact Amy?
Call Robert W. Baird & Co. at (414) 765-3500 and ask for Amy Lofgren. Amy works from the Eau Claire, WI office.
How long has Amy been a financial advisor?
Amy has been in the industry since 2012, about 14 years. More experience than 56% of advisors in Eau Claire.
What licenses does Amy hold?
Series 66. Tap any license on this page to see what it allows.
Is Amy a fiduciary?
Amy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Amy paid?
Robert W. Baird & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Amy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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