Rebecca A. Wiegand
Professional summary
Rebecca A Wiegand, who also goes by Rebecca Ann Lindholm, Rebecca Ann Lindholm, Rebecca Ann Wiegand, Becky Wiegand, is a registered financial advisor currently at ISTHMUS PARTNERS, LLC located in Madison, Wisconsin.
Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Rebecca has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca A Wiegand's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 5, 2021 - Present
ISTHMUS PARTNERS, LLC
Office #1: 1 South Pinckney Street Suite 800, Madison, WI 53703October 6, 2020 - January 20, 2021
THRIVENT INVESTMENT MANAGEMENT INC.
October 16, 2006 - February 26, 2019
ROBERT W. BAIRD & CO. INCORPORATED
April 21, 2006 - February 26, 2019
ROBERT W. BAIRD & CO. INCORPORATED
Primary Firm SEC Registration
ISTHMUS PARTNERS, LLC
CRD#: 171279 / SEC#: 801-79683
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/5/2021)
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationCurrent Firm
ISTHMUS PARTNERS, LLC
CRD#: 171279 / SEC#: 801-79683
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,732 |
| AUM (Assets Under Management) | $ 1,296,248,165 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
