Michael Welch, financial advisor Birmingham MI
93 score

Michael Welch

CRD Number: 1343855
Current Firm: Robert W. Baird & Company Incorporated

Michael Welch (CRD# 1343855) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Birmingham, MI and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Nmis Milwaukee, WI Dec 2001 - Current 15
Robert W. Baird & Company Incorporated Bloomfield Hills, MI Jun 1997 - Current 19
Ohio Company Birmingham, MI Jan 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Jan 1998
Contact Info for Michael J. Welch
Phone Number: 414-765-3500
Registered State(s):
  • IL
  • MI
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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