Rim Yahia, financial advisor Chicago IL

Rim Yahia

CRD Number: 4916980
Current Firm: Robert W. Baird & Company Incorporated

Rim Yahia (CRD# 4916980) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Chicago, IL and has 1 year of experience in the finance industry.

Similar Advisors
Charles Melka, financial advisor Chicago IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Greg Aagaard, financial advisor Chicago IL
Greg S. Aagaard
CRD# 4993109
Tc Wealth Partners, LLC
Similar Advisors
Thomas Aagaard, financial advisor Chicago IL
Thomas E. Aagaard
CRD# 5569194
Amplify Investments LLC
Company Name Location Dates Years
Robert W. Baird Chicago, IL Sep 2017 - Current 3
Morgan Stanley Smith Barney LLC Orland Park, IL Jun 2011 - Sep 2017 6
University Of Illinois Chicago, IL Jan 2009 - Jun 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Rim Yahia
Phone Number: 414-765-3500
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    188,253
    MILLIONS
  • Total Number of Accounts
    207,240
    ACCOUNTS
  • Average Account Value
    $908,380
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)
  • Publication of periodicals or newsletters
  • 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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.