AK
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
2462 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B
Fee Structure
This brochure describes wrap fee programs, meaning a single fee covers investment advisory services, trade execution, custody, and other brokerage services. Additional costs may apply. Minimum account sizes vary by service. Contact a PAM Consultant or call Baird for specific fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
777 E. Wisconsin Avenue, Milwaukee, WI, 53202
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Robert W. Baird & CO. Incorporated Broker
August 2023 - Present · 2 yrs 5 mos
Robert W. Baird & CO. Incorporated
August 2023 - Present · 2 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, LLC
December 2021 - May 2023 · 1 yr 5 mos
Ameriprise Financial Services, LLC Broker
December 2021 - May 2023 · 1 yr 5 mos
Securian Financial Services, INC.Broker
November 2020 - December 2021 · 1 yr 1 mo
Securian Financial Services, INC.
November 2020 - December 2021 · 1 yr 1 mo
BMO Harris Financial Advisors, INC
September 2019 - October 2020 · 1 yr 1 mo
BMO Harris Financial Advisors, INC.Broker
September 2019 - October 2020 · 1 yr 1 mo
Edward Jones
April 2017 - August 2019 · 2 yrs 4 mos
Edward Jones Broker
December 2016 - August 2019 · 2 yrs 8 mos
Cetera Investment Services LLCBroker
April 2016 - December 2016 · 8 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.