Anthony Herbenson, financial advisor Eau Claire WI
83 score

Anthony Herbenson

CRD Number: 5309097
Current Firm: Robert W. Baird & Company Incorporated

Anthony Herbenson (CRD# 5309097) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Co Eau Claire, WI Oct 2013 - Current 3
Edward Jones St Louis, MO Nov 2009 - Oct 2013 3
Raymond James Financial Services Advisors, Inc. Saint Petersburg, FL Jan 2009 - Oct 2009 < 1
Raymond James Financial Services Eau Claire, WI Jul 2008 - Oct 2009 1
Sii Investments Inc. Eau Claire, WI Feb 2007 - Jul 2008 1
University Of Wi-eau Claire Eau Claire, WI Aug 2006 - May 2007 < 1
Ken Vance Motors Eau Claire, WI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Anthony S. Herbenson
Phone Number: 414-765-3500
Registered State(s):
  • WI
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
83

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