Michael Patterson, financial advisor Chicago IL
89 score

Michael Patterson

CRD Number: 6333158
Current Firm: Robert W. Baird & Company Incorporated

Michael Patterson (CRD# 6333158) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Chicago, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird Chicago, IL Jul 2015 - Current 1
Rmb Capital Management LLC Chicago, IL Sep 2013 - Jun 2015 1
Travel Winnetka, IL Jun 2013 - Aug 2013 < 1
Middlebury College Middlebury, VT Sep 2009 - May 2013 3
Office Of Congressman Peter Roskam Washington, DC Jun 2012 - Aug 2012 < 1
Oil Dri Corporation Of America Vernon Hills, IL Jun 2011 - Aug 2011 < 1
Oil Dri Corporation Of America Vernon Hills, IL Jun 2010 - Aug 2010 < 1
Unemployed Winnetka, IL Jun 2009 - Sep 2009 < 1
New Trier High School Winnetka, IL Sep 2005 - May 2009 3
Oil Dri Corporation Of America Vernon Hills, IL Jun 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Michael J. Patterson
Phone Number: 414-765-3500
Registered State(s):
  • IL
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
89
Clean Record
This advisor has a clean track record with regulators.

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