Lou Satchell, financial advisor Easton MD

Lou Satchell

CRD Number: 2309446
Current Firm: Robert W. Baird & Company Incorporated

Lou Satchell (CRD# 2309446) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Easton, MD and has over 30 years of experience in the finance industry.

Similar Advisors
Erik Johnson, financial advisor Easton MD
Erik D. Johnson
CRD# 2185673
Cornerstone Advisory
Similar Advisors
Ronald Flohr, financial advisor Easton MD
Ronald J. Flohr
CRD# 4449737
Morgan Stanley
Similar Advisors
Tracy Aaron, financial advisor Easton MD
Tracy L. Aaron
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
Company Name Location Dates Years
Robert W. Baird & Company Inc. Easton, MD May 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Oct 1996
Contact Info for Lou S. Satchell
Phone Number: 414-765-3500
Registered State(s):
  • FL
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    247,790
    MILLIONS
  • Total Number of Accounts
    316,065
    ACCOUNTS
  • Average Account Value
    $783,985
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
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 Lou Satchell and other 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.